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 $1.5 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.

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

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

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

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