New Vernon Wealth Management manages investment portfolios on a discretionary basis for individuals, high-net-worth families, trusts, and other entities. New Vernon Wealth Management focuses on a forward-looking, value-based investment philosophy, tailoring portfolios to each client's specific goals, risk tolerance, and time horizon. The firm utilizes various investment approaches, including asset allocation, fundamental analysis, and specific strategies like capital preservation, balanced growth, international dividends, and thematic growth portfolios. New Vernon Wealth Management primarily invests in a broad range of securities, including fixed-income bonds, equities, and exchange-traded funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees may be negotiated based on account size, composition, and special services. Household accounts can be combined.