Our Client Commitment

Mount Vernon Associates' primary concern is to design portfolios to meet the specific requirements of each client.  A thorough evaluation of our clients' objectives enables us to develop viable portfolios for a given investment environment.  Each portfolio is assigned a primary and a secondary manager to ensure that we accomplish those objectives.  Once these portfolios are developed, we believe that maintaining open lines of communication with each client is essential in order to answer questions they may have and to stay abreast of any changes in their investment goals.