Why Stock-Picking is Not Right For You or Your Portfolio
Volatile Stock Market Shakes Investors While Fed Suggests September Rate Cut
5 Unhealthy Financial Habits That Can Wreck Your Portfolio
Q2 Market Review and Outlook 2024
Why Stock-Picking is Not Right For You or Your Portfolio

August 19, 2024   |   Doug Frawley, CFP®, CPA

Why Stock-Picking is Not Right For You or Your Portfolio
Don't be seduced by the allure of quick returns through stock-picking.
Volatile Stock Market Shakes Investors While Fed Suggests September Rate Cut

August 6, 2024   |   Doug Frawley, CFP®, CPA

Volatile Stock Market Shakes Investors While Fed Suggests September Rate Cut
Recession fears and global instability drive significant market corrections, while the Fed suggests September rate cuts.
5 Unhealthy Financial Habits That Can Wreck Your Portfolio

July 23, 2024   |   Doug Frawley, CFP®, CPA

5 Unhealthy Financial Habits That Can Wreck Your Portfolio
Avoiding these poor financial behaviors can bring a healthier and more successful investment journey.
Q2 Market Review and Outlook 2024

July 16, 2024   |   Doug Frawley, CFP®, CPA

Q2 Market Review and Outlook 2024
Q2 presented a landscape of cautious optimism, strong performances, easing inflation, and an evolving Federal Reserve policy. Let's dive in...
WEBINAR: How to Dodge Retirement Killers

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Maximize Your Retirement Savings at Any Age

Your 401(k), 403(b), or 457 plan might be the biggest, most important asset you have. Watch this video to find out 4 ways to supercharge it.

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Why Stock-Picking is Not Right For You or Your Portfolio
Why Stock-Picking is Not Right For You or Your Portfolio
Volatile Stock Market Shakes Investors While Fed Suggests September Rate Cut
Volatile Stock Market Shakes Investors While Fed Suggests September Rate Cut
5 Unhealthy Financial Habits That Can Wreck Your Portfolio
5 Unhealthy Financial Habits That Can Wreck Your Portfolio
Q2 Market Review and Outlook 2024
Q2 Market Review and Outlook 2024
WEBINAR: How to Dodge Retirement Killers
WEBINAR: How to Dodge Retirement Killers
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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.

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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.

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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.

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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.

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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.