We offer a diverse mix of global 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, further broadening the opportunity set.
Avalon Investment & Advisory is an independent investment advisory firm providing asset management advice to wealthy families and institutions. Avalon Investment & Advisory claims compliance with the Global Investment Performance Standards (GIPS®).*
*The firm maintains a complete list and description of composites and/or compliant presentations, which is available upon request firstname.lastname@example.org.