Avalon Advisors was founded in 2001. Our mission is to provide superior investment management and differentiated investment advice to our clients by combining the in-house talents of nationally recognized investment managers with experienced client advisors.

The firm currently manages approximately $5.4 billion, is a registered investment adviser under the Investment Advisers Act of 1940 and is locally controlled and managed by four senior investment principals, each of whom has a significant ownership position. read more