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PARTNERING WITH

Foundations & Endowments

If you are a board/committee member of a foundation or endowment, Avior Institutional can develop and manage customized portfolio strategies to help you achieve the performance needed to support organizational strategies and goals.

Partner With Us

NON-PROFIT ORGANIZATION SERVICES

We simplify investment and fiduciary decisions for non-profit organizations providing high quality investment options and risk oversight, plan governance, and custom strategy development and implementation. We help these organizations achieve their unique strategic goals by providing:

  • Fiduciary Audits & Assessments
  • Investment Policy Statement Development & Review
  • Investment Manager Due Diligence
  • Portfolio Implementation
  • Customized Reporting
  • Service Provider Analyses – Fees, Expenses, & Soft Dollar
  • Fiduciary and Investment Education for Board & Staff
Avior

Meet

Your Team.

In the intricate realm of portfolio management, our advisors offer indispensable support, guiding organizations through strategic planning, risk mitigation, and regulatory compliance. At Avior Institutional, we specialize in tailoring pension and retirement plans, empowering foundations and endowments, and providing insightful support for registered investment advisors. Dive into tailored services with Avior Institutional, your dedicated partner, committed to guiding your organization towards success.

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.

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Evaluating Alternative Investments Like Art, Wine, and Collectibles for Your Portfolio

Looking into alternative investments, such as art, wine, and other collectibles, can help you diversify. Investors are increasingly turning to new avenues to diversify their…

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What Dow 40,000 Means for Consumer Net Worth

The Dow Jones Industrial Average reached 40,000 for the first time recently as markets continue to rebound from a 5% decline earlier this year. While…

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Tax Implications of Your Retirement Contributions

Whether you contribute to an employer-sponsored plan or an IRA, factor in these tax benefits and implications to optimize tax planning      It’s not always easy…

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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.