Avail Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$184,027,662
Clients
143
Advisors
7
across 4 offices
About
Avail Investment Partners provides investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. As of December 31, 2025, the firm reported $184,457,139 in assets under management across 427 discretionary accounts and generally manages client accounts on a discretionary basis, requiring execution of a Limited Power of Attorney and an Investment Advisory Agreement.
The firm follows a predominantly top‑down, evidence‑based investment approach that uses fundamental analysis to establish asset allocation guidelines and may deviate from those guidelines as market conditions warrant; Avail also allocates to a range of strategies and vehicles (including REITs, MLPs, BDCs, private funds, and crypto) and discloses the attendant risks. Avail routinely uses sub‑advisers and allocates predominantly to strategies managed by its affiliate Investment Research Partners, LLC, and employs artificial intelligence tools for meeting notes and data aggregation with human review to confirm accuracy.
Noteworthy aspects of Avail include an unusually large office footprint for a firm of its size—maintaining eight offices—and formal affiliations with other advisers and private funds, including ownership interests tied to Investment Research Partners and related private funds (for example, the Foundation Premium Income Fund, Foundation Global Infrastructure Fund, New Lantern Hedged Equity Fund, and OneAscent Capital Impact Fund). Those affiliations create disclosed conflicts of interest (including shared economic benefits when recommending affiliated strategies), which the firm addresses through written disclosures, its Code of Ethics, due diligence on managers, and limiting client investments in those affiliated funds to non‑discretionary arrangements.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees charged as flat fees from $2,500 to $15,000
$0+: 0% to 1.35% per annum (negotiable depending on account size, complexity, and other factors) $0+: 0.25% per annum for 529 plan accounts (fee may be lowered at Avail's discretion)
Fee-only: Financial planning flat fees ranging from $2,500 to $15,000 depending on scope and complexity
Main office
See office801 1 Pike Street
Lemont PA 16851
Advisors at this office
1
Offices (4)
Most active in
California · Florida · Georgia · Massachusetts · New Hampshire · New York · Pennsylvania · Texas · Virginia
Also doing business as
Avail Investment Partners, LLC · Clearpoint Wealth Partners LLC · Clearview Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Meredith H
Series 63, Series 65
Midlothian, VA
Avail Investment Partners, LLC
Meredith Henderson is a financial advisor at Avail Investment Partners, LLC with 14 years of industry experience. She previously worked at Davenport & Company, LLC for 12 years and also has ties to Investment Research Partners LLC. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a top-down, evidence-based investment approach with a focus on fundamental analysis and utilizes a range of strategies, including alternative investments and artificial intelligence tools, to support its portfolio management.
Arielle B
Series 65
Miami, FL
Avail Investment Partners, LLC
Arielle Buitenhuys is a financial advisor at Avail Investment Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Avail Investment Partners and Investment Research Partners since 2022, as well as Mercantil Investment Services since 2015. Outside of her advisory role, Arielle engages in a small hobby business making homemade dog treats for friends and family. Avail Investment Partners provides investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down, evidence-based investment approach and utilizes a range of strategies including affiliated sub-adviser allocations and artificial intelligence tools for data aggregation and analysis.
Roderick H
Series 65
Fort Worth, TX
Avail Investment Partners, LLC
Roderick Hays is a financial advisor at Avail Investment Partners, LLC with a Series 65 designation and four years of industry experience. His prior work includes roles at Intelligence Driven Advisers, Goodnight Midstream, Sabre, and Texas Capital Bank. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down, evidence-based investment approach and allocates across various strategies, including affiliated private funds, while employing artificial intelligence tools alongside human review for data aggregation and meeting notes.
Brett G
Series 63, Series 65
Lemont, PA
Avail Investment Partners, LLC
Brett Greenfield is a financial advisor with Avail Investment Partners, LLC, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He has worked at Avail Investment Partners since 2021 and is also a partner at Investment Research Partners, LLC. Prior to these roles, he was with Assetmark, Inc. from 2015 to 2019. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down, evidence-based investment approach and allocates across a variety of strategies, including alternative vehicles and affiliated funds, while managing potential conflicts of interest through formal disclosures and ethical guidelines.
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