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Our Approach

Growth and preservation of your legacy

We support the wealth of families and institutions.

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Bespoke Experience
We offer unbiased investment advice with unparalleled client service. Our breadth of expertise in asset allocation, traditional and alternative investments, risk management and portfolio construction create a best-in-class platform for our clients.
Why Clients Choose Avalon


  • Unbiased investment advice with our clients best interest at heart

  • Holistic suite of advisory and investment management solutions including best-in-class investment alternatives


  • Bespoke and collaborative approach

  • Expertise in asset allocation, risk management, and portfolio construction


  • Long-term, institutional view on capital appreciation, downside mitigation, and income generation

  • Unique access to exceptional managers across asset classes and liquidity profiles

Quotation mark

Proper portfolio construction requires acknowledgement of a dual mandate: to simultaneously preserve and grow capital. Our job is to help balance those two mandates in perfect harmony for each and every one of our clients.

— Sarah Bracewell, Managing Director Investment Strategy

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