Vernon Management Group, Incorporated

Vernon Management Group serves primarily individual and high-net-worth clients through separately managed accounts, financial planning, and paid research-report or consulting services; the firm reports roughly $42 million in assets under management and typically manages accounts under either discretionary or non‑discretionary arrangements. It works with a range of clients including trusts, estates, charitable organizations and retirement plans, and prepares comprehensive financial plans and standalone consulting engagements in addition to portfolio management.

The firm’s investment approach emphasizes a proprietary, trend‑focused process that relies heavily on technical analysis, charting and backtesting to identify and monitor opportunities; holdings are reviewed daily and the strategy applies numerous technical trading rules that require intra‑day oversight. Vernon Management Group uses a broad toolkit that can include short sales, options and other derivatives, leverage and concentrated positions when deemed appropriate, and it considers risk and client objectives when setting account guidelines.

Compared with many peers, the firm combines active, technically driven trading with fee arrangements beyond a simple percentage‑of‑AUM model — it offers flat and standalone fee services (for example, a minimum monthly consulting fee of $1,000 and flat financial planning fees) and may apply a deposit fee on account establishment — a structure that resembles subscription or periodic research/consulting charges that are uncommon among supported firms. The firm also discloses explicit operational practices such as daily monitoring and an emphasis on proprietary research reports, which differentiates its service mix from firms that focus primarily on traditional, long‑only asset‑based advisory models.