Conflict-free Advice

Personalized Managed Accounts

Institutional Quality Service & Execution

About Us


New Vernon Wealth Management is an SEC registered investment advisor and successor to SF Investment Advisors - serving the investment needs of private clients, family offices, retirement plans, trusts, and institutional investors.

Our focus is on building trusted, long-term relationships with high net worth individuals, families and institutions by providing personalized investment advice and service that preserves, protects and grows their wealth.

Since our founding, we have developed long-standing, multi-generational relationships that endure to this day.

Just as we have clients who have been with us for decades, our staff is long tenured - with little turnover. Whether in investment analysis, operations, client service or compliance we value our people and treat them as part of our family. Clients have the comfort that comes from dealing with familiar people who they have come to know and trust.