Investment Manager in Richmond, VA
Strategic Investment Management for Your Complex Financial Life
As fee-only fiduciaries, we build and manage strong, tax-efficient investment portfolios. This helps you confidently reach your long-term goals.
Our Unwavering Commitment to You
Your financial well-being is the sole driver of our client relationship. We uphold this legal and ethical standard with pride.
We Are Fiduciaries
As a fiduciary, we are legally and ethically obligated to always act in your best interest. Your financial well-being guides every professional recommendation and action we take on your behalf. This commitment forms the cornerstone of our client relationships.
We Are Fee-Only
Some wealth management firms earn hidden kick-backs by steering clients into high-cost investment products. At Vernon, we approach client investments differently. We’re fee-only wealth advisors, so we never accept third-party incentives.
A Disciplined Approach for a Complex World
Effective investment management is not about chasing trends. It’s about a disciplined, evidence-based process focusing on what can be controlled: strategy, cost, and behavior.
Holistic & Goal-Oriented
Your investment portfolio is a tool to fund your life. We build it in the context of your entire financial picture, ensuring it works in harmony with your other assets.
Proactive Investment Management
We use strategies based on data and academic principles. These strategies use broad, globally diversified portfolios to capture market returns and lower unnecessary risk.
Tax Aware & Cost-Conscious
We actively manage your investments to be tax-efficient. We do this through asset location, tax-loss harvesting, and ongoing education about tax law changes. We also work to keep investment costs low.
How We Build and Manage Your Portfolio
Our process is transparent, collaborative, and designed to give you peace of mind.
Discovery and Goal Setting
We conduct a deep dive into your financial situation, risk tolerance, time horizon, and vision for the future.
Strategic Asset Allocation
Based on your unique goals, we design a custom, long-term asset allocation strategy—the most critical performance driver.
Portfolio Construction
We populate your portfolio using carefully vetted, low-cost, tax-efficient investments such as ETFs and mutual funds.
Continuous Monitoring & Rebalancing
We watch your portfolio all the time. We also regularly rebalance it to keep it aligned with your strategic targets.
Performance Reporting & Communication
You receive clear, comprehensive reports and meet with us regularly to review performance and make adjustments.
Ready to Align Your Portfolio with Your Life's Goals?
Let’s discuss how our fiduciary approach to investment management can bring clarity and confidence to your financial future. Whether you’re in Richmond, VA, and can visit our Henrico office, or you’re situated anywhere else in the country, we’re excited to work with you.
Vernon Management Group Investment FAQ
What Is Tax-Efficient Investing?
Tax-efficient investing is the practice of structuring your portfolio in a way that helps reduce unnecessary tax burdens while still working toward your financial goals. We consider factors such as asset location, capital gains, and retirement accounts to create strategies that maximize after-tax returns. By carefully balancing investments, like mutual funds, stocks, and bonds, with tax-conscious planning, we help ensure your wealth grows more efficiently, so your long-term financial goals stay on track.
What Are the Benefits of Working With an Investment Manager?
Working with a dedicated investment manager gives you structure, expertise, professional oversight, and confidence in your financial future. Rather than navigating complex markets and financial decisions on your own, you gain access to a trusted advisory relationship that prioritizes your needs. Key benefits include:
- – Customized investment strategies tailored to your goals, risk tolerance, and time horizon
- – Professional portfolio management with continuous monitoring and rebalancing
- – Tax planning and strategies designed for greater tax efficiency
- – Objective, fiduciary guidance that puts your best interests first
- – Access to the latest insights, research, and wealth management services
- – Comprehensive financial planning that can integrate insurance, retirement planning, and wealth transfer strategies
- – A client service model built around trust, transparency, and proactive communication
What Sets Vernon Management Group Apart From the Other Richmond Investment Managers?
Many Richmond firms offer investment services, but our approach is different. At Vernon Management Group, we combine traditional financial planning with modern tools and a nationwide reach. Our associates use advanced technology to monitor client portfolios, assess risk, and provide real-time reporting. This ensures our clients have clarity and confidence at every stage of the advisory relationship.
We help individuals, families, and business owners with a complete approach that combines retirement planning, tax strategy, and asset management into one organized process. Above all, our clients trust us to deliver financial services with integrity, professionalism, and consistency.