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.