Your Future. Our Focus.


Year Founded

0 Years

Average Client Relationship
as of March 2024


Assets Under Management

#1 in Connecticut  |  #2 in New England  |  5th Consecutive Year in CNBC Top 100

FA100_lockup_2023_gold_horizontal 1

2019  |  2020  |  2021  |  2022  |  2023


founded in 1970, Avity was a pioneer in fee-based investment management


wholly owned and managed
by our principals


every client benefits from a direct relationship with a principal of the firm

Trust and Transparency

Avity upholds its fiduciary duty to act solely in our clients’ best interests


portfolios tailored to the specific
needs of the client

Our Approach

Understand Avity’s investment philosophy and process. Our approach combines rigorous research, collaborative decision-making, and a focus on long-term investment solutions.