N.V.N.G. Investments, Inc.

N.V.N.G. Investments Inc. provides investment supervisory and portfolio management services to individuals — including high-net-worth clients — as well as trusts, pension and profit-sharing plans, banks, and other corporate entities. The firm primarily manages advisory accounts and delivers regular account reporting to clients.

The firm’s investment process emphasizes fundamental analysis supported by external research, company filings and market data, and it employs a broad set of implementation tools, including long‑ and short‑term purchases, frequent trading, option writing, margin transactions and short sales. Accounts are reviewed on an ongoing basis with monthly inventories of holdings and quarterly reports to clients.

This adviser is unusual among its peers in that a single registered advisor oversees a relatively large asset base (over $329 million), and the Form ADV discloses prior disclosure events. The brochure also discloses potential conflicts of interest: the firm or related persons may recommend securities in which they have a financial interest and may trade those securities for their own accounts, and the adviser typically exercises discretionary authority over security selection, trade size, broker selection and commission rates.