Our strategies benefit from the global perspective of our Investment Strategy Committee, which includes Avalon’s team of domestic and international equity and fixed income portfolio managers.
We offer a diverse mix of internally managed investment strategies across the risk/return spectrum, allowing us to construct client portfolios with an emphasis on risk management.
Our external alliances give our clients access to complementary investment strategies, including private equity and hedge funds, further broadening the opportunity set.
Our disciplined and forward-thinking asset allocation process includes an extensive analysis of the investment environment and available investment vehicles, which provide valuable input in constructing client-specific solutions.
Our investment professionals are a valuable resource for our clients, providing frequent investment commentary that is both educational and insightful.
We apply a long-term, fundamentally driven view towards developing these relationships with an emphasis on integrity, experience, performance and risk management. read more...
We offer a full suite of internally managed strategies, including domestic and international equities and fixed income. read more...
Avalon produces a variety of investment commentaries. Our Viewpoints and Quarterly Letters are issued throughout the year and cover a variety of investment-related topics.
Client’s total assets can be combined into one report to facilitate the asset allocation process, including ongoing monitoring and rebalancing. read more...
A global approach has become essential to investment decision-making. Avalon’s Investment Strategy Committee monitors global economic factors and financial markets to identify trends and opportunities that may be relevant to our investment selections.