New Vernon Wealth Management LLC

New Vernon Wealth Management primarily advises high‑net‑worth families and individuals and also provides discretionary portfolio management to trusts, retirement plans, charitable organizations and other entities, managing roughly $781 million in client assets. The firm delivers asset‑based investment management on a discretionary basis and will accept client‑specific investment restrictions or customized mandates where agreed.

NV‑WM follows a forward‑looking, value‑based, opportunistic investment philosophy with a mid‑ to long‑term time horizon, using asset allocation and fundamental analysis to construct portfolios. Its strategies include an International Dividend Strategy and a thematic NextGen Growth Portfolio, and portfolios may include global equities, fixed‑income, currency trades and positions traded on non‑U.S. exchanges.

The firm maintains operational and ownership links with an affiliated broker‑dealer that typically acts as introducing broker and with Pershing as clearing broker, and discloses that the affiliate receives sweep and related payments from cash‑management arrangements. NV‑WM is also affiliated with other investment advisers and private‑fund sponsors and uses third‑party introducers for certain non‑U.S. clients, relationships the brochure identifies as creating potential conflicts that the firm seeks to manage through disclosure and internal policies.