Cornelius, NC Office

Aventus Investment Advisors provides portfolio management and financial planning to individuals, trusts, estates, businesses, charitable organizations and employer-sponsored retirement plans, and may be engaged as an ERISA 3(38) investment fiduciary for plan sponsors. The firm’s services include modular financial planning, management of discretionary and non‑discretionary accounts and model portfolios, evaluation of alternative investments (including real estate), limited tax return preparation assistance, and assistance with estate plan documents in coordination with an attorney partner.

The firm’s investment process combines global macroeconomic trend analysis with detailed fundamental research to identify markets and securities, typically favoring long‑term holdings with a 12+ month horizon while also offering shorter‑term trading, option strategies, futures and other techniques where suitable for client circumstances. Aventus monitors accounts on an ongoing basis with quarterly reviews and provides both advisory and sub‑advisory portfolio services, with flexibility to manage accounts on either a discretionary or non‑discretionary basis.

Compared with many peers of similar size, Aventus runs no‑charge educational seminars for clients and the public and maintains affiliated persons who are licensed to sell life and annuity insurance products—a revenue activity the firm discloses as limited (less than 5% of firm business) and subject to conflict‑of‑interest disclosures. The firm also offers consulting and sub‑adviser arrangements for other advisers and provides additional client support services such as tax preparation assistance and coordinated estate‑planning help.