A complete list of active advisors currently associated with Avenir Corporation

Warmer can help you find a great advisor at Avenir Corporation or one who fits your needs even better.

Avenir provides discretionary investment management to individuals, trusts, foundations, pension and profit‑sharing plans, and private funds, and it serves certain clients through wrap‑fee program arrangements. The firm manages separate accounts and pooled investment vehicles and sets account‑level guidelines such as a stated minimum investment requirement. Its investment approach is a bottom‑up, core value strategy emphasizing capital preservation, real returns and a margin of safety, implemented through relatively concentrated portfolios of securities purchased at perceived discounts. The firm conducts in‑depth fundamental analysis, engages senior management of issuers, and will consider a range of instruments (including convertibles and distressed debt) to achieve equity‑like returns. Avenir reports approximately $849 million in discretionary assets while operating with a compact advisory team (three advisors), a configuration that results in materially higher assets per advisor than is typical among similar team firms. The brochure also notes the firm’s origins as a family office, includes third‑party credentialing material (a CFA Institute statement), and discloses participation in wrap programs and pooled vehicles while not describing financial planning as a service.

To learn more about the advisors currently working at Avenir Corporation, 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.