Mount Vernon Associates, Inc., Baltimore,MD
Mount Vernon Associates, Inc. is a registered investment advisor (RIA) located in Baltimore, Md. Our clients include individuals, families, pension plans, not-for-profits, trusts and corporate accounts. We analyze and select individual securities for each client's portfolio, with international exposure secured through mutual funds.
Our Equity Investment Process utilizes a top-dawn analysis of prospective economic and market conditions. From this viewpoint, we then drill down to determine which sectors and industries are most likely to provide attractive potential returns. Within each sector and industry, we then apply our value-biased research tyle to those equities which offer attractive potential returns. Our style also focuses on managing concentrated portfolios representing our best 30-to-35 ideas. Our typical holding period is 2-to-4 years.
On the fixed-income side, we offer both a Core Portfolio and a Core Plus Portfolio. Within both portfolios we combine duration management with our analysis of individual credits and economic conditions to create portfolios capable of providing performance through various market conditions.