Sophisticated investors don’t have to.
Trust that your portfolio is built to follow long-term leadership; not short-term trends.
Welcome to a more sophisticated approach to wealth management.
Sophisticated investors outperform them.
Break free from the status quo and follow an approach that always seeks to outperform.
Welcome to a more sophisticated approach to wealth management.
Sophisticated investors keep it.
Don’t let market volatility destroy what you’ve spent decades building.
Welcome to a more sophisticated approach to wealth management.
The Future of Wealth
Invest With Strength
Avalon is a registered investment advisor (RIA) for individuals, families and institutions around the world that uses the Relative Strength approach to investing. For 10 years, we've helped our clients work toward their financial goals and we welcome the opportunity to show you how we can help strengthen your portfolio.
Schedule a Free
Consultation Today
If you’re interested in seeing whether Avalon is a good fit for you, contact us today for a complimentary and comprehensive portfolio analysis.
Get to Know Avalon
Avalon is a registered investment advisor for individuals, families, and institutions around the world, investing through Relative Strength, leveraging new technologies to facilitate money management, education, and empowerment, and ultimately helping protect our clients from volatile market corrections.
How We Invest
The world is changing, money is evolving, investing methodologies are strengthening. At Avalon, we are leading the charge into the new paradigm of wealth and investment management through Relative Strength to reduce the risk of loss, as well as increase our upside potential.
What Drives Us
As an RIA, Avalon is obligated to have our clients' best interests driving every investment decision and direction. For 10 years, we've helped our clients work toward their financial goals and we welcome the opportunity to show you how we can help strengthen your portfolio by mitigating risk.
The Avalon Difference
Since 2013, we have strived to separate ourselves from the old school 60/40 methodology. The more you learn about us, the more you will realize that we are doing things a bit differently in this changing world.
We Do Our Own Work
We handle all our clients' capital and make all buy and sell decisions in-house.
We Use a Better Lens
We view the market through a volatility-resistant Relative Strength lens.
We Are On Your Side
As an RIA, we are legally obligated to look after our clients' best interests.
We Earn Our Money
Our success is tied to your success and we don't prosper unless you do.
Free Guide: How to Find the Best Advisor for You
Get our absolutely free guide that covers different types of advisory services you'll encounter, differences between RIAs and broker-dealers, questions you’ll want to ask when interviewing advisors, and data any good financial advisor should know about you and your portfolio.
We’re here to help – let’s talk.
Have questions about our management style, your own investments, or want to know if we’re a good fit? Start by speaking with one of our friendly and professional client relations team members.