Who We Serve

Avity serves clients in every region of the country. Each investment plan is fully customized to meet the unique needs of the client. Our average client relationship of 21 years* is indicative of our steadfast commitment to successful client outcomes.

*as of March 2024


For Individuals and Families

Catering to diverse investment needs with services that range from trust management to retirement planning, nurturing wealth across generations.


For Institutions

Avity's proven expertise extends to supporting institutions, including endowments, foundations and pension funds, with strategic investment management that's as ambitious as their visions.

Our Services

Discover how our comprehensive services can align with your financial vision. From investment management to wealth strategy, we're here to guide your journey.