AVEC LLC

AVEC serves high-net-worth individuals, families and related entities including trusts, donor-advised funds, foundations, and business entities, offering wealth management, investment management, comprehensive financial planning, and other family‑office style services. The firm manages client portfolios primarily on a discretionary basis and also provides advice on concentrated equity positions and private investment matters.

The firm develops customized investment policy statements for each client and implements strategic asset allocation across separate accounts, ETFs, mutual funds, direct investments and, where appropriate, alternative assets. AVEC emphasizes a long-term horizon, selective high‑conviction allocations, deep fundamental research via third‑party managers, and consideration of ESG factors and tax implications in portfolio construction.

AVEC operates with a very small client roster and manages roughly $44 million in discretionary assets, producing a relatively high assets‑per‑client concentration that supports bespoke, hands‑on service while increasing reliance on its principal. The firm routinely engages unaffiliated sub‑advisers and independent managers for consultation (compensating them directly and not receiving third‑party payments), does not participate in wrap programs, and does not accept commissions, practices that distinguish it from many peers.