A complete list of active advisors currently associated with Avalon
Warmer can help you find a great advisor at Avalon or one who fits your needs even better.
Avalon provides investment advisory and wealth-management services to a mix of individual and institutional clients, with a material focus on high-net-worth households. Its offering includes discretionary portfolio management, financial and retirement planning, tax coordination, estate and insurance planning, and education-planning advice. The firm follows a rules-based, quantitative investment framework built around relative-strength analysis and sector/asset-class rotation, delivered through a wide menu of model portfolios. Strategies include systematic monthly rebalancing, tactical/strategic allocation shifts, and frequent use of options overlays for income generation and hedging, alongside scenario analysis and Monte Carlo techniques for planning. Avalon operates as a solo practitioner and publishes a free weekly market commentary (ADAPT WEEKLY), practices that are uncommon among peers. It also provides performance-based fee arrangements and displays back-tested model results for certain strategies, and offers “Ultra” stock-replacement models that combine options and cash to seek downside protection — characteristics that are atypical for firms of comparable size.
To learn more about the advisors currently working at Avalon, 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.
Name |
Location |
Years of experience |
|---|---|---|
Boca Raton, FL
| 8
|
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