Your Future. Our Focus.

0

Year Founded

0 Years

Average Client Relationship
as of March 2024

$0B

Assets Under Management

6th Consecutive Year in CNBC Top 100

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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.