Our story公司历程

We built the technology first, and took on clients second

先建成技术，再承接客户

Founded in July 2023. Three years of writing our own research and trading software before opening a single client account. 成立于 2023 年 7 月。 在开立第一个客户账户之前，我们用三年时间自行编写研究与交易软件。

Milestones发展历程

Company milestones

公司里程碑

  1. 2023

    Technology build-out技术建设期

    The firm is founded

    公司成立

    New England Investment Consulting Group LLC is formed in July 2023, to bring engineering discipline to how private clients invest. New England Investment Consulting Group LLC 于 2023 年 7 月成立， 旨在将工程化的纪律带入私人客户的投资方式之中。

  2. 2024

    Technology build-out技术建设期

    We build our own platform

    自建平台

    Rather than licensing someone else's software, we wrote our own: a proprietary strategy engine in January, and the full research-to-execution platform online in September — one system carrying an idea from raw data through to a live order. 我们没有采购他人的软件，而是自行编写： 1 月完成自有策略引擎，9 月完整的「研究到执行」平台上线—— 由同一套系统，将一个想法从原始数据一路带到真实订单。

  3. 2025

    Research at scale规模化研究期

    The research library grows

    研究库扩充

    With the platform running, the constraint moved from engineering to research. The point-in-time data store and the five-stage approval process let the portfolio library expand across strategy families without a matching increase in headcount. 平台投入运行后，瓶颈从工程转向研究。 时点数据库与五阶段审批流程， 使组合库得以跨策略族扩展，而无需相应增加人手。

  4. 2026

    Open to clients对客户开放

    We open to clients

    开始承接客户

    With the research library under continuous monitoring and the execution path proven, the platform begins taking on client accounts. 在研究库处于持续监控、 执行链路亦经验证之后，平台开始承接客户账户。

Milestones describe the firm's own development. Portfolio counts are as at 10 August 2026 from the firm's internal portfolio system; a research portfolio is an internal account maintained by the firm, not a client account, a fund, or a product offered for sale. Nothing on this page is an indication of performance. 上述里程碑描述的是本公司自身的发展。 组合数量取自本公司内部组合系统，截至 2026 年 8 月 10 日； 研究组合是本公司自行维护的内部账户，并非客户账户、基金或对外销售的产品。 本页任何内容均不代表业绩表现。

A young firm一家年轻的公司

A fact you should weigh, not one we would hide.

这一点值得您掂量，
我们不会回避。

We are a young firm. What we offer instead of a long history is transparency: written rules, a documented process, and statements sent to you by the broker rather than by us. 我们是一家年轻的公司。 我们能够提供的不是悠长的历史，而是透明： 书面的规则、成文的流程，以及由券商而非由我们寄送给您的对账单。

Three years went into the platform before the first client account was opened, which is the opposite of the usual order. It is also why the portfolio library scales without adding headcount — a new strategy reuses the stack rather than rebuilding it. 在第一个客户账户开立之前， 我们已在平台上投入了三年，这与通常的次序恰好相反。 这也是组合库无需增加人手即可扩展的原因—— 一项新策略复用既有体系，而非从头重建。

  • One codebase. Research, simulation and live routing run through one system, so there is no translation step between a researcher's work and what actually trades. 同一套代码库。 研究、模拟与实盘路由运行于同一系统之中， 因此从研究员的工作到真实成交之间，不存在转译环节。
  • Point-in-time data. Every record keeps the date it became known, so a backtest sees only what was knowable then. 时点数据。 每一条记录都保留其被知悉的日期， 因而回测只能看到当时可知的信息。
  • Delisted names are kept. Companies that were acquired or delisted stay in the universe with their full history. 保留退市标的。 被收购或退市的公司仍保留在标的池中，并保有完整历史。
  • Stop rather than guess. When a data check fails the pipeline halts and the exception is logged and reviewed. 宁可停下，不作猜测。 数据校验未通过时，流水线即停止运行，异常将被记录并复核。

Keep reading延伸阅读

Related pages

相关页面

Research portfolios

研究组合

The library of research portfolios the platform maintains, and how it is distributed across strategy families. 平台所维护的研究组合库， 以及它在各策略族之间的分布情况。

The strategy universe →策略全景 →

Strategy families

策略族

What each family does, and why they are grouped by return source rather than by instrument. 每个策略族做什么， 以及为何按收益来源而非按交易工具来划分。

See the families →查看各策略族 →

Important information. The material on this page describes the firm's history and internal processes. It is not investment advice, not an offer to sell or a solicitation of an offer to buy any security or service, and nothing here is tailored to any particular person. Investing involves risk, including the possible loss of principal. See our full disclosures. 重要提示。 本页材料描述的是本公司的历史与内部流程。 它不构成投资建议，不构成出售任何证券或服务的要约或购买要约的邀请， 亦未针对任何特定人士。投资含有风险，可能损失本金。 请参阅我们的完整披露与条款。

Start a conversation.

与我们聊一聊。

Tell us what you are trying to achieve and we will tell you honestly whether we are the right firm to help. 告诉我们您希望实现什么， 我们会坦率地告知，我们是否是合适的那一家。

Contact us联系我们 support@neweicgroup.com