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Lemont, PA Office

Team
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Avail Investment Partners, LLC logo

Avail Investment Partners, LLC

Supported

Firm-wide stats for Avail Investment Partners, LLC

Total advisors

4

Across 4 offices

Clients per advisor

36 Typical

Avg AUM per client

$1,286,907 High

HNW client ratio

40% High

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.

Based on Avail Investment Partners, LLC

Expertise

General retirement planning College savings (529s, UTMA, etc.) Private / alternative investments Concentrated stock management

Based on Avail Investment Partners, LLC

Occupation focus

Founder/Business Owner Executive

Based on Avail Investment Partners, LLC

Location

801 1 Pike Street

Lemont PA 16851

Advisors at this office

4

Advisors at this office

user avatar

Geoffrey C

Series 63, Series 65

Lemont, PA

Avail Investment Partners, LLC

Geoffrey Caber is a financial advisor with Avail Investment Partners, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Abundance Wealth Counselors, Investment Research Partners, Compass Investments, Purshe Kaplan Sterling Investments, and Abundance Wealth. 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 that includes fundamental analysis and allocation across various strategies, including affiliated private funds, while managing disclosed conflicts of interest through formal policies.

General retirement planning College savings (529s, UTMA, etc.) Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar

Derek V

CFA®, Series 65

Lemont, PA

Avail Investment Partners, LLC

Derek Varner is a CFA® charterholder and Series 65-licensed advisor with 11 years of industry experience. He is a partner at Avail Investment Partners, LLC, and also a partner at Investment Research Partners, LLC. His career includes roles at Abundance Wealth Counselors, Bucknell University, and ARIS Wealth Services Inc. 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 a range of strategies, including affiliated private funds and alternative vehicles.

General retirement planning College savings (529s, UTMA, etc.) Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar

Martin W

CFA®, Series 66

Lemont, PA

Avail Investment Partners, LLC

Martin Wildy is a CFA® charterholder with 18 years of industry experience. He is currently a partner and investment advisor representative at Avail Investment Partners, LLC, where he has worked since 2021. His prior experience includes roles at firms such as Eventide Asset Management and ARIS Wealth Services. Wildy also consults for the CFA Institute on the examination process and serves on the Finance and Investment Committee of ClearWater Conservancy, a local environmental nonprofit. 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, utilizing fundamental analysis and a range of strategies, including affiliated funds and alternative vehicles, to manage approximately $184 million in assets across discretionary accounts.

General retirement planning College savings (529s, UTMA, etc.) Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar

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.

General retirement planning College savings (529s, UTMA, etc.) Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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