Investments 2017-08-24T19:09:06+00:00

INVESTMENTS

OUR INVESTMENT PRINCIPALS

Independence allows us to identify and use the best investment ideas and offerings from multiple financial institutions.

We avoid conflicts of interest and are not beholden to any firm’s agenda.

We invest in the same models as our clients, for a true alignment of interests.

We evaluate and monitor external investment managers; we also offer proprietary investment strategies based on our own research, analysis, and risk models.

Our direct involvement in the capital markets heightens our effectiveness as portfolio managers.

We are a member of the Dynasty Financial Partners network, a leading platform for registered independent advisory firms.  Through Dynasty’s support and infrastructure, we have access to an unlimited choice of best-in-class resource partners.

QUESTIONS ABOUT AN INVESTMENT ISSUE?

Our Commitment: Helping Our Clients Win on Their Terms

We invite conversations around performance. It’s not a topic we shy away from. And we believe in taking action when the time is right—whether that’s going to cash when there’s an issue in the markets or allocating to a high-conviction opportunity.

We believe in winning for our clients. They want to do more than outperform an index by a few basis points. We look to help them win on their terms – mindful of their appetite for risk, liquidity needs, and personal timelines.

Our Proprietary Investment Program

We offer the Avalon Hedged Equity Fund, a dynamic equity long/short fund that we developed using proprietary quantitative trading strategies. The fund uses tactical volatility hedging to help protect against downside risks.