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Mount Vernon Associates, Inc. was founded in Baltimore in 1986 with the following principles in mind:
First is our belief that each client's situation is unique; only through initial discussion and ongoing dialog can we develop and maintain an investment policy and portfolio structure appropriate to reach your individual investment goals.
Next, all investments made on our client's behalf come from our internal research efforts. Our philosophy focuses on providing a top-down perspective on the markets which leads us to those sectors which are most likely to benefit from the approaching phase of the economic cycle. Once we have determined the most attractive sectors, we apply a prudent, value-oriented analytical approach to uncover those companies which are most likely to generate the best returns among their sector.
We also understand that many clients have a need for income and/or lower volatility. For these clients, the inclusion of fixed income securities offers such an outcome. We offer clients a choice between a portfolio of investment grade-only securities or a portfolio which includes a portion of higher yielding, non-investment grade bonds (our "Core Plus" structure). Which portfolio is appropriate for your needs can only be determined after careful discussion with you, including a full understanding of your tolerance for risk.
Finally, this organization is dedicated to providing to our clients and future clients the highest levels of service and investment advice. We recognize that each client is unique and requires individualized attention from the very beginning of our relationship. We can affirm that we provide a fiduciary duty to you - putting your interests and goals first, with no exceptions. Lastly, we give our pledge to behave with integrity and honor.
Mount Vernon Associates, Inc. is an independent investment advisory firm, registered with the Securities and Exchange Commission (SEC). It operates under the Investment Advisory Act of 1940 and other applicable federal and state laws and regulations. The firm provides discretionary investment management of portfolios for individuals, families, corporations, pensions, foundations, Taft-Hartley accounts and endowments.
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