Aviity Investment Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,705,547,940
Clients
274
Advisors
3
of 8 employees
About
Avity Investment Management provides continuous, discretionary investment management to individuals, trusts, estates, charitable organizations, pension funds, profit‑sharing plans and corporations, managing about $2.03 billion for roughly 274 client accounts. Client portfolios are handled individually and can include exchange‑listed equities, municipal and corporate bonds, U.S. government securities, options, mutual funds and cash equivalents.
The firm’s investment process emphasizes traditional fundamental research and a focus on high‑quality, liquid securities, with fixed‑income allocations managed to maintain advantageous maturity ranges and limit volatility. Accounts are reviewed regularly, valuations are offered monthly (or quarterly on request), and the firm uses external valuation sources (Reuters) and portfolio software (Indata) to support account reporting and billing accuracy.
Avity does not provide standalone financial planning services, a distinction that is less common among firms in its peer group and underscores its exclusive focus on portfolio management and research‑driven trading. The firm is employee‑owned and long‑established (in operation since 1970), and it discloses broker arrangements—including the allocation of commission credits to third‑party research and a discount‑broker technology arrangement—that it says support its investment process while presenting disclosed conflicts of interest.
Client services
Expertise
Fee options
$0 - $2 million: 1.0% per annum (equity and balanced accounts) $2 million - $5 million: 0.75% per annum (equity and balanced accounts) $5 million - $10 million: 0.60% per annum (equity and balanced accounts) $10 million+: 0.50% per annum (equity and balanced accounts) $0 - $2 million: 0.60% per annum (fixed income only accounts) $2 million - $5 million: 0.50% per annum (fixed income only accounts) $5 million - $10 million: 0.40% per annum (fixed income only accounts) $10 million+: 0.35% per annum (fixed income only accounts)
Fee-only: Investment management fees charged as percentage of assets under management; no other advisory fees.
Main office
80 Field Point Rd.
Greenwich CT 06830-6416
Advisors at this office
3
Most active in
California · Colorado · Connecticut · Florida · Georgia · Louisiana · Massachusetts · New York · Oregon · South Carolina · Texas
Also doing business as
Avity Investment Management Inc. · Gillespie Robinson & Grimm Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Howard D
Greenwich, CT
Aviity Investment Management Inc.
Howard Duncan is a financial advisor at Avity Investment Management Inc. with 26 years of industry experience. He has worked at Avity Investment Management since 2000. Avity Investment Management provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans, and corporations. The firm emphasizes fundamental research, high-quality liquid securities, and active fixed-income management, overseeing approximately $1.86 billion in client assets.
Christopher W
CFA®, Series 63, Series 65
Greenwich, CT
Aviity Investment Management Inc.
Christopher Ward is a CFA® charterholder with 15 years of industry experience. He is currently with Avity Investment Management Inc., where he has worked since 2022. Prior to joining Avity, he was employed at G.research, LLC and GAMCO Investors, Inc. from 2015 to 2022. Avity Investment Management provides discretionary portfolio management to a variety of clients including individuals, trusts, and charitable organizations. The firm focuses on fundamental research and active management of high-quality, liquid securities, maintaining a relatively large asset base with a small adviser team.
Edward L
CFA®, Series 63, Series 65
Greenwich, CT
Aviity Investment Management Inc.
Edward Long is a CFA® charterholder with 20 years of industry experience. He has been with Gillespie, Robinson & Grimm, Inc. since 2005. He is based in Greenwich, CT and holds Series 63 and Series 65 licenses. Avity Investment Management provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans, and corporations. The firm emphasizes fundamental research, focuses on high-quality liquid securities purchased at attractive prices, and actively manages fixed-income maturity ranges.
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