Services

We preserve and grow your wealth.

Risk Tolerance – At Avalon, our professionals are highly capable of determining unique factors and circumstances that affect our client’s risk tolerance. We offer investment vehicles that range from providing a high degree of certainty and security of income to a higher return, but with greater risks. Thereafter, we can structure our client’s asset allocation to obtain the highest possible return relative to the risk involved.

Investment Profile Selection – We will invest in the right investment selections that will provide you with a financially comfortable position. We will monitor these choices to ensure their suitability to the client’s plans.

Professional Asset Allocation for High Quality Products – Avalon believes that an asset allocation catered to personal variables is the key determinant of your total portfolio return. Our financial advisors will determine your investment style and goals and find the right mix to take advantage of market opportunities.

Portfolio Management – Here at Avalon, our main goal is to maximize our client’s profitability by providing you with resources available to match investments to objectives. We have consistently maximized returns for our clients regardless of risk appetite. As a client, you will have access to the tools and expertise you need, to grasp every investment opportunity for your portfolio.

Trade Execution/Brokerage Services – We are known for providing high quality and unbiased trade execution services. Our clients can be certain that their transactions will be executed in a timely and efficient manner.

Risk Management – We believe that risk management centers on asset diversification and individualized risk tolerance. Avalon fully recognizes the dimensions of risk and the essence of risk management culture. We have constantly added new products and services for clients to examine a broad range of options. We can determine which options you are most pleased with, and then construct your portfolio accordingly.

Strategic Alliances – Developing a business alliance with Avalon will allow you to improve relationships with our clients and with yours. We partner with highly recognized product providers and money managers, and work towards a common goal to create better value for our clients. Our strategic alliances expand our operations and achieve competitive advantages in a global scale.

Structured Products – We offer an extensive array of products tailored to our client’s needs and concerns because we feel that your decisions change along with your need and lifestyles.

• Principal Protection

• Restricted Asset Monetization

• Growth and Revenue Enhancement

Cash Management

• Checking Account

• Money Market Account

• Convenience of a debit and credit card