Mount Vernon Associates
Mount Vernon Associates is a professional investment management firm based in Baltimore, MD, established in 1986 with a focus on providing tailored asset management services for pension funds, endowments, foundations, trusts, and private investors. The firm prides itself on its intentionally small structure, allowing for a personalized approach to navigating the complexities of today’s securities markets.
With a commitment to uncovering opportunistic value, Mount Vernon Associates adapts its investment strategies to meet the specific needs of each client amidst rapid social, economic, and political changes. Their expertise extends to various investment products and services, ensuring clients receive informed guidance in an increasingly challenging financial landscape.
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