A complete list of active advisors currently associated with Avalon Capital Management

Warmer can help you find a great advisor at Avalon Capital Management or one who fits your needs even better.

Avalon Capital Management serves individual clients and families, with a client base concentrated among high net worth individuals, and manages accounts that include individual, joint, trust, retirement, and charitable accounts. The firm provides discretionary investment management along with cash management and fixed‑income services, implementing portfolios composed of equities, fixed income, REITs, mutual funds, ETFs/ETNs, options and other instruments. Avalon’s investment process combines proprietary, computer‑intensive quantitative analysis with external research and investment‑committee review to drive active, dynamic global asset allocation across a multi‑asset framework. The brochure describes use of long-term historical price datasets and screening processes to identify cyclical entry and exit points, with strategies implemented primarily via exchange‑traded products and adjusted along a targeted risk spectrum; clients may impose reasonable account restrictions. Compared with many peers, Avalon manages a relatively large pool of assets per investment professional—about $582 million in total assets with a small investment team—while maintaining a typical new account minimum of $1,000,000 (waivable). The firm’s disclosures also highlight its reliance on extensive historical data and proprietary indicators and note that it provides performance information, including model or hypothetical results, as part of its materials.

To learn more about the advisors currently working at Avalon Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.