New Vernon Wealth Management LLC

New Vernon Wealth Management LLC, established in 2013, succeeded SF Investments, Inc., operating since 2003. The firm specializes in discretionary investment advisory services for high net worth individuals and entities, managing assets based on individual goals and risk tolerance. Investment strategies include forward-looking, value-based approaches across various securities and asset classes. Clients are charged asset-based fees ranging from 0.85% to 1.50%, with potential fee negotiations based on account size and services. The firm may aggregate orders for best execution, and clients receive regular account reviews and reporting. NV-WM does not vote proxies for clients and has no disciplinary events to report. The firm's investment philosophy emphasizes capital preservation, balanced income & growth, and capital appreciation, with a focus on long-term value investing. NV-WM's financial practices include custody of client funds at qualified custodians and investment discretion granted by clients. The firm does not vote on client securities and has no financial commitments impairing its fiduciary obligations. NV-WM does not vote proxies for clients and has a clean financial record.