THE FUTURE OF WEALTH
The Avalon
Difference
Listen to our CIO Chris Rowe explain how the Avalon difference can give you the edge in any market.
What Makes Avalon So Different?
We Do Our Own Work
Not all brokers and advisors manage your money. Many of them are farming out your money for other people to manage. We’ve never done that and we never will. We manage all of your money in-house using the power of Relative Strength investing.
We Use a Better Lens
At Avalon, there’s no reason to feel in the dark – our Client Relations Managers are on top of it. Our team will establish your online account access for you to view holdings, values, and performance. You’ll see everything in a new light – with complete transparency.
We Are On Your Side
To understand which strategy or model works best for you, we start with a risk assessment. With your results in hand, we’ll know which plan is the right fit and makes you the most comfortable.
We Earn Our Money
We realize investing can be stressful and difficult – we take that pressure on so you don’t have to. We have a knowledgeable group of men and women who know exactly what has to be done, when it needs to be done, and how to do it. They are dedicated to making sure your experience with us is easy and stress-free. Our success is tied to your success and we don't prosper unless you do.
Schedule a FREE Advisor Consultation
We're currently accepting clients with portfolios valued at $1 million+ (or $200,000+ if you have an advisor). Contact us today to find out more.
LEAD BY WHAT YOU BELIEVE
Our Guiding Principles
Without a core set of principles, success is always in doubt. That’s why at Avalon, we stick to a core set of 6 principles that yield consistent results for our clients.
Relative Strength
Relative Strength is the cornerstone of your success. It’s about being in the right global market and the right sectors of the stock market. It helps us find you the best, safest places to invest
your money.
Get the Most Out of Your Trade
The market is never an “either/or” ecosystem. There are options strategies we employ that suit any market scenario to generate a higher return than you’d get by simply owning a stock.
Lower Your Risk
Most people think the secret to making a fortune in the markets is to win more trades than you lose. The real secret is to employ options strategies that let you profit more when you are right than you lose when you are wrong.
Bullish and Bearish
The market is not a “bull/bear” world. Sure, there are times when you are one or the other. But there are times when we’ll help you take both bullish and bearish positions – it’s a smarter way to invest.
Embrace the Dissonance
Most people are programmed to think “up market: good, down market: bad.” But we’re focused on finding situations with the highest probability of success to help your portfolio grow safely.
Cash Is Good
When you’re in cash, your risk is minimal. So if we can match the stock market’s performance while having your capital in cash for half of the year, we actually helped you do better than “the market.”
YOUR ADVANTAGE IS...
Our Leadership Team
Strategies, tools, and technology are powerful aids on your investment journey. So is having the right team of experts.
Chris Rowe
Founder & CIO
Chris Rowe is the CIO of Avalon, a registered investment advisory firm. He's also the non-executive chairman of True Market Insiders. Chris has been involved with some of the most dynamic companies to emerge from the financial services sector. Working within the financial services industry since 1995, Chris held various senior positions at money management and investment banking firms where he served high-net worth and institutional investors.
Michael Schmidt, CFA
Investment Advisor Representative
Michael has over 20 years of experience working in the investment industry with some of the largest institutions in the business including Bank of New York and Wachovia. He earned an undergraduate degree in Finance, an MBA from Loyola University of Chicago and is a CFA Charter holder. His experience spreads across multiple asset classes and has advised a client based including institutions, wealthy families and non-profit organizations.
Shiren Ali
Operations Director
Shiren Ali is the Operations Director at Avalon. She has extensive experience in the investment industry, specifically with asset, wealth, and portfolio management. She manages the onboarding, trading, performance reporting, fee billing, and ad hoc requests. She has a proven record of accomplishment in developing clients’ relationships by successfully identifying their needs and building long-term working partnerships. She received a BS in Business Accounting from the University of Phoenix and holds 2-15 Life, Health & Variable Annuity Licenses, and previously held FINRA Series 7, 63, and 65 licenses.
TJ Swing
Marketing Director
TJ Swing is the Marketing Director for Avalon. He oversees all digital products, features, and functionality that help enhance the clients' experience with the Avalon brand. TJ has 25 years of knowledge in the digital industry working with everyone from Fortune 500 companies to startups. His skills include website development, graphic design, product management, brand building, content creation, ecommerce architecture, and digital marketing strategies.
Schedule a FREE Advisor Consultation
We're currently accepting clients with portfolios valued at $1 million+ (or $200,000+ if you have an advisor). Contact us today to find out more.
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.
Once you’re a client, you can expect the same level of service from your hand-picked team.
The same team that assisted as you joined our firm remains with you for years to come. We intend to communicate with you at regular intervals to keep you up to date regarding changes in the market and changes to your account holdings.