TRUSTED WEALTH MANAGER SINCE 1972
New Vernon Wealth Management (successor to SF Investment Advisors) serves the investment needs of individuals, family offices and institutional investors.
Our focus is on building trusted, long-term relationships with high net worth individuals, families and institutions by providing personalized investment advice and service that preserves, protects and grows their wealth.
Just as we have clients who have been with us for decades, our staff is long tenured and takes pride in continuous professional growth. Whether in investment analysis, operations, client service or compliance we value our people and treat them as part of our family. Clients have the comfort that comes from dealing with familiar people who they have come to know and trust.
Our Firm was founded on certain key Principles & Values:
- Operate with the highest level of integrity
Invest our clients' money as we do our own
- True wealth is created by allowing your capital to grow through compounding returns over time
- We are investors, not traders