Growth and preservation of your legacy
We support the wealth of families and institutions.
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
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