Call Us 1-866-943-0830

Insights | Our Firm | Locations | Contact | Client Portal | Form CRS

mobile-logo
Top

Institutional Services

We provide invaluable support for organizations seeking to navigate the complexities of financial management. From strategic planning to risk mitigation and regulatory compliance, our advisors bring a wealth of expertise to help institutions thrive in a dynamic financial landscape.

I-Icon-Pensions-&-Retirement-Plans
Pension & Retirement Plans

Are you a public pension fund trustee aiming to navigate unique challenges or a corporate plan sponsor seeking tailored retirement solutions? Explore how Avior Institutional's Pension & Retirement Plan services can personally address your financial goals and fiduciary responsibilities.

Learn More
I-Icon-Foundations-&-Endowments
Foundations & Endowments

Are you a board or committee member of a foundation or endowment seeking tailored portfolio strategies to align with organizational goals? Avior Institutional partners with non-profit organizations, offering services such as fiduciary audits, investment policy development, and customized reporting.

Learn More
I-Icon-Registered-Investment-Advisors
Registered Investment Advisors

Are you a Registered Investment Advisor (RIA) looking to enhance your business capabilities? Avior Institutional specializes in providing RIAs with customized investment strategies, client-specific analytics, and tailored research to elevate your offerings in the market. How can we assist you in streamlining and expanding your business to meet your clients' unique needs and objectives?

Learn More
Avior

Meet

Your Team.

All of our advisors care deeply about getting to know who you are and what you care about. Because we understand that the things we are helping you care for go far beyond your wealth. Your advisor will be your guide throughout the process, and you’ll also have a whole team of experts behind you. We value working together and collaborating as a team so we can use each advisor’s expertise to get the best results possible. The time, care, and intention we put into our relationships with our clients and building their plans with integrity and excellence are why many of our clients feel we’re more than their advisors… we’re honored to often earn the title of trusted friends and confidantes.

Meet Our Firm

Expert Financial &

Portfolio Management Information

It's our goal to stay on top of trends & strategies, while educating and sharing with our clients.

Two parents and their daughter looking at a laptop together and discussing family wealth education

Family Wealth Education: Preparing the Next Generation for Financial Responsibility

By Sharlee L. Cretors, MBA, CFP® Instilling financial literacy in your children early is important for multigenerational wealth management. Learn actionable strategies for success. Preserving…

Read More
A smiling older woman sitting outside and drafting an advance directive

Ensuring Your Health Care Wishes: Estate Planning Essentials

Creating advance directives, including a living will and a medical power of attorney, will ensure your healthcare preferences are followed later in life. Estate planning…

Read More
A pen and legal documents to use when drafting a will

Your Guide to Drafting a Will

A will is a foundational component of estate planning. Discover key elements to include and how to designate an executor. When you’re starting the estate…

Read More

Gain Control of Your Financial Future

At Avior, we build comprehensive financial plans with great intention and care, always with the aim of helping you achieve what matters most to you and those you love.

Schedule a Meeting Now