Mount Vernon Investments is an investment management firm with a long history spanning over 30 years. Headquartered in Maryland, the company provides customized investment solutions to high net worth individuals, families, foundations and endowments. With a strong focus on risk management, Mount Vernon Investments aims to achieve consistent long-term returns for its clients. The company takes a diversified approach, investing across different asset classes including equities, fixed income, real estate and alternatives. Mount Vernon Investments has built a reputation for its disciplined investment process and meticulous risk control. In this article, we will take a closer look at Mount Vernon Investments and its offerings.
Mount Vernon Investments Operates as an SEC Registered Investment Advisor
Mount Vernon Investments is registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor. This means the firm is held to the highest standards of fiduciary duty, requiring it to always act in the best interests of its clients. As an SEC registered advisor, Mount Vernon Investments is subject to regular examinations by the SEC to ensure compliance with regulations.
The Company Takes a Customized Approach to Portfolio Management
Rather than taking a one-size-fits-all approach, Mount Vernon Investments works closely with each client to develop an investment strategy tailored to their specific needs and goals. The firm begins by gaining a deep understanding of the client’s risk appetite, income requirements, time horizon and any other unique considerations. With this information, they construct a bespoke portfolio using tactical asset allocation strategies aimed at balancing risk versus return.
Mount Vernon Investments Emphasizes Risk Management in Its Investment Process
A key aspect that sets Mount Vernon Investments apart is its emphasis on risk management. The company utilizes methods like diversification, position sizing, stop losses and hedging to effectively manage risk. Keeping volatility low is crucial, as large drawdowns can seriously hinder long-term compounding. By controlling risk, Mount Vernon Investments seeks to provide stability and minimize losses during periods of market turbulence.
The Firm Offers a Range of Investment Solutions Spanning Different Asset Classes
Mount Vernon Investments provides investment solutions across a wide range of asset classes to help clients build diversified portfolios. Offerings include actively managed U.S. equity and fixed income strategies. The company also provides access to institutional-quality alternative investments such as hedge funds, private equity, venture capital and real estate. For qualified clients, Mount Vernon Investments will even construct portfolios of individual municipal bonds tailored to the client’s state of residence and objectives.
Experienced Professionals Lead Mount Vernon Investments
Mount Vernon Investments is led by seasoned professionals with extensive expertise across market cycles. The management team has over a century of collective experience in areas like portfolio management, trading, research and risk management. Supported by sophisticated analytical tools and market research, the team takes an active yet disciplined approach aimed at long-term value creation.
In summary, Mount Vernon Investments is an SEC registered investment advisor that provides customized portfolio solutions focused on risk management. With experienced leadership and a disciplined investment process, the firm aims to deliver consistent, risk-adjusted returns over the long run.