Perspectives & Commentary

Avalon produces a variety of investment commentaries.

Our perspectives and quarterly commentary are issued throughout the year and cover a range of investment-related topics.

News | Press

AVALON ADVISORS ANNOUNCES SAN ANTONIO EXPANSION

Deal Enhances, Expands Capabilities

Serving Needs of San Antonio and South Texas Clients

December 21, 2016

 

Avalon Advisors, LLC (“Avalon”) and Matterhorn Capital Management, LLC (“Matterhorn”) today announced their companies have entered into an agreement which will build upon and enhance their capabilities to meet the needs of clients in San Antonio and throughout the South Texas region.  Going forward, the joint entity, with combined assets under management exceeding $6 billion, will operate as Avalon Advisors, LLC.

 

Since its inception in 2001, Avalon has served San Antonio clients from its Houston headquarters, and in 2014 the firm opened a local office to expand its central and south Texas presence significantly under the leadership of San Antonio native Rob McClane.

 

A San Antonio-based and independently owned investment management firm, Matterhorn, was founded in 2005 to manage equity and fixed income portfolios for high net worth individuals, family offices, regional advisory groups and institutional investors throughout South Texas.

 

“We have long admired Matterhorn’s stewardship approach and investment performance for the families they serve.  They bring an invaluable group of people, a strong culture, consistent performance and a pursuit of excellence that aligns naturally with Avalon and the families we will now serve together,” said Henry J. Lartigue, Avalon’s CEO and CIO. “Such a significant partnership builds on our long standing relationships with leading San Antonio and South Texas families and enhances both our portfolio management and wealth advisory capabilities.  Both firms have earned a sterling reputation for transparency, innovation, wealth preservation and fiduciary responsibility; and we will remain steadfastly committed to carrying these values forward."

 

“We look forward to joining the Avalon team and having our clients benefit from the expansion of overall resources and capabilities,” said Juan Landa, Matterhorn’s CEO. “The fact that we are committed to maintaining the continuity of our advisory teams means the investment management philosophy our clients have come to know and trust will not only be preserved but enriched.”

 

Avalon Advisors’ San Antonio office in McCombs Plaza, convenient to many of the firm’s existing clients, is expanding to accommodate the additions to the Avalon team.

 

ABOUT AVALON ADVISORS, LLC

 

Avalon is a Houston-based independent registered investment adviser offering investment management and financial advice for individuals, families and institutions. Founded in 2001, Avalon offers a full suite of internally managed strategies, including domestic and international equities and fixed income, as well as access to select alternative strategies.

 

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Quarterly and Monthly Notes

Monthly Note

May 2017

Monthly Note

April 2017

Quarterly Note

First Quarter, 2017

Monthly Note

February 2017

Monthly Note

January 2017

Quarterly Note

Fourth Quarter, 2016

Monthly Note

December 2016

Monthly Note

November 2016

Quarterly Note

Third Quarter, 2016

Monthly Note

August 2016

Monthly Note

July 2016

Quarterly Note

Second Quarter, 2016

Monthly Note

May 2016

News | Press

Avalon Advisors Announces San Antonio Expansion

December 21, 2016

Avalon Advisors Announcement

December 16, 2016

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April 11, 2016

Avalon Advisors Announcement

October 1, 2015

Viewpoints

China

March 1, 2014

Commentary

Fourth Quarter, 2015

Second Quarter, 2015

First Quarter, 2015

Fourth Quarter, 2014

Third Quarter, 2014

Second Quarter, 2014

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