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  • ABOUT
  • INVESTMENT APPROACH
  • PARTNERS
  • CONTACT
  • ACCOUNT ACCESS
  • DISCLOSURES
    • Customer Relationship Summary
    • ADV Part 2A
    • ADV Part 2B Partners
    • Privacy Notice
    • HC Transparency
  • ABOUT US
    Dedicated to the Financial Success of Our Clients

Avity Investment Management Inc. is an Independent Investment Management Firm,
Wholly Owned and Managed by our Partners.
Prior to 2022 our firm was known as Gillespie, Robinson & Grimm, Inc.

Our principals work together to manage investment portfolios and build long-term client relationships. We help our clients achieve their financial goals, whether they include a comfortable retirement, a lasting family legacy, or the perpetuation of endowments and foundations.

Avity is distinguished by the stability of our team and the quality of our principals. Our independence enables Avity to implement the best strategies and select the most appropriate securities for our clients’ portfolios. With over $1.7 billion in assets under management, we work with clients across the country.

Since 1970, individuals, families, trusts, retirement funds, corporations, and charitable organizations have trusted Avity to produce long-term investment success. In many cases, we work with multiple generations within a family.

THE HALLMARKS OF OUR FIRM:

A Successful, Time-tested Approach

Avity’s investment philosophy stresses a long-term approach, flexibility, high-quality equities and bonds, and focused portfolios.

A Tailored Investment Strategy

Avity creates a customized investment strategy to match each client’s goals, income needs, risk tolerance, and tax situation.

Personalized Service

Avity prides itself on the direct relationship between each client and a principal of the firm.

Trust

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

As Owners and Managers of our Firm, our Principals Have Both the Autonomy and the Responsibility to Select from a Global Range of Investments to Build Solid Portfolios – and Solid Futures – for our Clients.

80 Field Point Road, Greenwich, CT

Tel: 203.629.2800

Email: info@avityim.com

© 2022 Avity Investment Management, Inc.

  • ABOUT
  • INVESTMENT APPROACH
  • PARTNERS
  • CONTACT
  • ACCOUNT ACCESS
  • DISCLOSURES
    • Customer Relationship Summary
    • ADV Part 2A
    • ADV Part 2B Partners
    • Privacy Notice
    • HC Transparency
Avity