About The Neff Group

Guided by more than eight decades of combined experience, we help clients address today's priorities and plan for tomorrow's possibilities.

With more than 80 years of combined wealth planning and investment experience, we deliver a broad range of wealth management services for individuals, families, business owners and nonprofit organizations. Our team works with clients across the full spectrum of their financial lives—from managing short-term cash needs to addressing long-range objectives such as education funding, retirement and insurance planning, estate considerations and charitable giving.

We take a planning-based approach to developing personalized portfolios that align with each client's priorities and time horizon. In doing so, we integrate diverse investment vehicles and asset allocation strategies designed to address both immediate and future needs, while helping clients navigate the evolving opportunities and challenges that come with each stage of life.

Investment approach

Understanding Clients First
Our team follows a disciplined and thoughtful investment process designed to help clients pursue long-term success across market environments. We begin by working closely with each family to understand their circumstances, priorities and goals. From there, we create customized investment strategies that align with their objectives and risk tolerance, incorporating both traditional and alternative investments where appropriate.

Building Diversified Portfolios
We believe that diversification and discipline are the cornerstones of resilient portfolios. Our discretionary models integrate equities, fixed income and alternative investments, with the flexibility to adapt as markets evolve. Beyond these core allocations, we also source differentiated opportunities that may address clients' more personalized needs.

A Disciplined, Risk-Aware Process
Each investment decision is guided by a consistent process that emphasizes analysis, risk awareness and clarity. By combining the insights of our team with the global resources of J.P. Morgan, we provide clients with access to leading research, portfolio construction techniques and risk management frameworks.

Partnering for the Long Term
Ultimately, our goal is to partner with clients through every stage of their financial lives—designing strategies that not only reflect their values and priorities, but that also have the discipline and structure to endure through market cycles.