Your Future. Our Focus.
0
Year Founded0 Years
Average Client Relationshipas of March 2024
$0B
Assets Under Management6th Consecutive Year in CNBC Top 100
2019 | 2020 | 2021 | 2022 | 2023 | 2024
Heritage
founded in 1970, Avity was a pioneer in fee-based investment management
Independent
wholly owned and managed
by our principals
Access
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
Personalized
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.