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Peter J
Series 63, Series 65
Darien, CT
Avos Capital Management, LLC
Peter Joers III is a financial advisor at Avos Capital Management, LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Silver Creek Capital Advisors and Greenline Partners, LLC. Avos Capital Management provides discretionary investment management and advisory services to individuals, institutional clients, pension and profit-sharing plans, trusts, estates, and privately offered pooled investment vehicles. The firm constructs diversified portfolios primarily using publicly traded securities and exchange-traded funds, supplemented by actively traded components to enhance risk-adjusted returns, and manages specialized strategies including a private fund and an exchange-traded fund.
Joshua B
Series 65
Boulder, CO
Avos Capital Management, LLC
Joshua Blanchfield is a Series 65 licensed advisor at Avos Capital Management, LLC with five years of industry experience. He previously worked at Bridgewater Associates from 2007 to 2018 and is also the owner and consultant of West Ridge Partners, providing management consulting services primarily to technology companies. Avos Capital Management offers discretionary investment management and advisory services to individuals, institutional clients, pension and profit-sharing plans, trusts, estates, and privately offered pooled investment vehicles. The firm employs diversified, strategic portfolios using publicly traded securities and ETFs, supplemented by actively traded overlays to enhance risk-adjusted returns, and manages a private commodity-focused fund as well as a global equities ETF.
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