Asset Management

Avalon Partners, Inc. is committed to providing superior investment management services to institutional and individual clients worldwide. Many of our investment strategies focus on financial productivity and reduced volatility. We invest in a vast selection of Fixed Income and Equity investments to produce unparalleled investment returns and customized client services. Our investment professionals offer clients, alternative investment solutions as well as diverse international exposure.

We do not only pride ourselves with our global perspective on investing, but also with our strong client relationships. Our clients have come to acknowledge our market performance, commitment to excellence, and quality executions in every transaction we handle. Avalon offers valuable intraday, as well as pre and post market support to our clients. At Avalon, we establish with each investor, a unique and disciplined investment philosophy with an emphasis on risk management and a balanced portfolio. It is always Avalon’s goal to see our clients reach theirs.

Avalon's Private Client Services provide individualized wealth management services designed to meet the unique needs of high net worth individuals, their families and their businesses. Our representatives deliver first-class financial services, within an open architecture platform that accesses products and services from a variety of other major financial services institutions. Our experienced professionals work with you to determine your long and short term objectives and develop a plan to meet those objectives in a disciplined fashion.

Our clients can access our back office and our powerful equity and options trading platform. Complete transparency is provided through our web based interface allowing clients to access their accounts.

Corporate clients and business owners have full access to our Investment Banking division for a variety of structured transactions to fit their needs. We also provide access to sophisticated third party products including structured notes, separately managed accounts with outside money managers, and funds of hedge funds.

Avalon Partners works with companies and their senior executives, delivering cash management services, providing solutions for clients with concentrated restricted stock positions, and handling stock option plans and directed share programs.