New Vernon Wealth Management

Investment Mandates Let Clients Drive Portfolio Allocations

While portfolios are personalized and tailored for each client - based on time horizon, cash needs and risk tolerance among other factors, they are broadly managed along three client- driven investment mandates.

Investment Strategies Enable Client Portfolio Construction

After asset allocation decisions, the selection of investment strategies is key to portfolio construction. The New Vernon Wealth Management investment team actively manages the investment/security selections within each strategy.