Avalon Advisors was founded in 2001. Our mission is to combine in house the talents of nationally recognized investment managers with experienced client advisors to provide superior investment management and differentiated investment advice to our clients.

The firm currently manages approximately $5.4 billion, is a registered investment adviser under the Investment Advisers Act of 1940 and is locally controlled and managed by four senior investment principals, each of whom has a significant ownership position. read more