Scottsdale, AZ Office

Avise Financial serves a mix of individual and institutional clients, including high net‑worth individuals, trusts, pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides discretionary investment management alongside comprehensive financial planning (offered both on a project and ongoing basis), pension consulting, tax preparation and business management, and periodic educational seminars.

The firm manages individually tailored portfolios using a blend of fundamental, technical, and cyclical analysis, and applies Modern Portfolio Theory when constructing diversified allocations; it also offers passive/index‑based solutions and may refer clients to third‑party or outside managers (TAMPs) when appropriate. Avise documents client objectives and risk tolerances, maintains discretionary authority for managed accounts, and conducts periodic reviews and due diligence of outside managers while using custodial and execution relationships with providers such as Altruist and Charles Schwab.

Compared with many peers, Avise discloses a broader network of third‑party relationships: it routinely recommends and monitors outside managers and discloses promoter/referral agreements that compensate intermediaries, and it maintains an institutional relationship with a custodian that provides technology integrations and research. The brochure also highlights additional service lines—notably in‑house tax preparation/business management supported by a third‑party accounting firm—and indicates the firm publicizes third‑party ratings, items that are less common among similar team firms.