Every client’s situation is unique. We work with each of our clients to develop and implement an asset allocation and investment plan. Avalon's Client Advisors are committed to providing a superior investment experience throughout the entire client relationship. We believe ongoing dialogue is essential in building confidence and trust as well as clarity and understanding.
The client-relationship process begins with an introductory meeting where we get to know you and gain a general understanding of your investment goals and concerns.
Our next step is to gather pertinent information regarding your financial circumstances, liquidity needs, investment horizon and specific goals.
We work closely with you to quantify investment objectives, tax considerations, any constraints and tolerance for volatility.
Utilizing this assessment and the broad-based recommendations of our Asset Allocation Committee, we construct a customized solution that meets your unique needs. This is often a reiterative process and ongoing dialogue is key.
Once we have agreed upon a strategic asset allocation and investment plan, we set a basis for monitoring and review and begin the implementation process.
We actively monitor your portfolio and rebalance as necessary. We meet with you regularly to discuss your portfolio, fulfill requests, address questions, and make strategic changes.
Client’s total assets can be combined into one report to facilitate the asset allocation process, including ongoing monitoring and rebalancing.