Active Portfolio Management
Our investment strategy involves identifying opportunities balanced by active risk assessment so that we provide our client with a range of investment options - across asset classes.
your own managed account
Our clients are served via a New Vernon Wealth Management Account (WMA) which has a competitive, client-aligned fee structure – with no churning, no hidden charges, no leverage and total transparency.
Rather than invest in mutual funds that carry additional charges, lack real-time transparency and often hold over-lapping securities we primarily buy individual stocks and bonds. These are selected and monitored by our investment team.
Clients have online access to accounts – any time, anywhere. They receive regular monthly statements and periodic portfolio reviews. And they can simply call us to discuss their portfolio whenever they wish.