Avalon Investment & Advisory is a Texas-based independent registered investment adviser offering investment management and financial advice for individuals, families and institutions. Our headquarters are in Houston and we have an office in San Antonio.
Founded in 2001, we offer a full suite of internally managed strategies, including domestic and international equities and fixed income, as well as access to select alternative strategies.
Our goal is for each of our clients to experience the highest level of satisfaction with respect to personalized service, investment performance, and financial advice.
Year End 2019