N.V.N.G. INVESTMENTS, INC.

Overview

N.V.N.G. Investments, Inc. is a small, fee-based advisory firm that manages concentrated equity-oriented portfolios for high-net-worth individuals and families. The firm operates on a percentage-of-AUM fee model and provides discretionary portfolio management services targeted at individual and small business clients. Its stated investment preference is equities, and its filings show the bulk of client assets are held in exchange-traded equities, suggesting the firm favors liquid, tradable instruments for the core of client portfolios. Advisory activity is focused on direct portfolio management rather than pension consulting or multi-state institutional work. Decision-making appears centered on concentrated, equity-first allocations with complementary allocations to income and alternative sleeves. Given the firm’s client base and average relationship size, the approach is consistent with separately managed accounts or customized ETF/stock portfolios tailored to individual tax, income and risk profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices