Investment Management and Advice
Founded in 2001, we offer investment management and financial advice for individuals, families and institutions. Our headquarters are in Houston with an office in San Antonio.
Every client’s situation is unique.
Avalon offers stand-alone strategies for institutional investors.
Avalon works with select intermediaries.
Over 9 Billion In Assets Under Management
Over 18 Years Of Experience Since 2001
Over 30 Portfolios Under Management
Over 71 Employees Under Management
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.
Invests primarily in large capitalization U.S. equities. The strategy utilizes fundamentally-based stock selection.
Invests in a strategically allocated portfolio of liquid, broad market and industry sector exchange-traded funds.
Invests in a diversified portfolio of tax exempt bonds, balancing the objective of total return with income production.
Seeks income return through the prudent allocation of capital within the high grade tax-exempt municipal bond market.
We may periodically offer to our clients as a complement to our traditional proprietary investment strategies.
February 24, 2020
February 18, 2020
Associate Client Advisory Associate
Director of Strategy
Associate Director Investment Operations
Associate Investment Strategy
Managing Director Portfolio Manager – Fixed Income
Applications Support Analyst
Director Wealth Advisor
Senior Associate Relationship Manager
Managing Director Client Advisor
Director Relationship Manager
Chief of Staff
Director of Finance & Administration
Managing Director Portfolio Manager – U.S. Value Equity
Chief Investment Officer
Managing Director General Counsel
Managing Director Portfolio Manager – Equity
Partner Client Advisor
Associate Investment Operations
Director Chief Compliance Officer
Executive Vice Chairman Founder
Managing Partner Portfolio Manager - U.S. Core Equity
Managing Director Portfolio Manager - International Value Equity
Senior Associate Manager – International Investment Operations
Senior Network Engineer
Managing Director Portfolio Manager – International Equities, Global Equities
Managing Director Client Development Client Advisor
Associate Executive Assistant
Senior Associate Finance
Managing Director Portfolio Manager - Taxable Fixed Income
Associate Executive Assistant
Managing Director Head of Middle Office
Senior Associate Reporting
Associate Client Advisory Analyst
Associate Client Advisor
Managing Director Operations & Administration
Partner Head of Equity Management Portfolio Manager – Equity Income
Senior Associate Portfolio Administrator
Director Chief Economist
Chief Executive Officer
Managing Director Portfolio Manager – High Income Municipal Bond
Senior Associate Investment Management
Managing Director Trading
Senior Associate Investment Strategy
Senior Associate Investment Operations
Managing Director Portfolio Manager – SMID Cap Equities
Associate Office Coordinator
Senior Associate Executive Assistant
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