INVESTMENT APPROACH | Avity Investment Management

Through the Years, Markets Change and Investment Fads Come and Go, but Our Steadfast Commitment to Long-term Relationships and Asset Growth Remains the Same.

Our investment approach seeks to achieve above-average long-term returns, consistent with an acceptable risk level for each client. As an independent investment management firm, Avity Investment Management is focused solely on the financial success of our clients. Our investment approach is tailored to each client’s specific goals and risk tolerance. In addition to active portfolio management, we work with clients on income, tax, and estate-planning strategies. As owners of the firm, we are dedicated to providing objective, customized advice. Our principals work collaboratively to determine the most appropriate strategy and investment selection for each client.

Informed, Insightful, and Consistent

Our investment discipline is based on knowledge and insight. We are deliberate and consistent in our investment analysis, weighing the impact of all key factors in our decisions: the global economic environment, domestic and world political trends, liquidity and credit availability, and security valuations. Avity persistently seeks new information and perspectives to establish the most effective course of action for our clients. We are proactive in communicating with our clients and responding to their evolving needs.

Commitment to Quality and Sustainable Growth

Quality is our compass. It is at the core of our philosophy and guides our approach to investing and to working with our clients. We aim for excellence and invest for the long term. Our objective is to preserve and grow our clients’ wealth through appropriate asset allocation and successful security selection.