Top

Investment Management

Why Are You Investing?

It seems like an odd question – shouldn’t that already be established with your financial advisor or investment professional?

And yet, you landed on this page for a reason: you may even have doubts yourself. Why are you investing? What’s the end goal, the greater purpose of your investments? The struggle so many investors face is that investing can seem directionless, random, and even worse, disconnected from your immediate financial needs.

Clients come to our team for help with investment management asking a wide range of questions:

  • Do my investments line up with how much risk I’m willing to take?
  • Do I even know what amount of risk I should be taking?
  • Am I invested in any way that carries unnecessary risk?
  • Do I have the right investments for my goals?
  • Am I earning enough on my investments?
  • Can my financial plan grow, let alone survive a down market?

We know what steps to take to help control risk, grow your wealth, make smarter investment decisions, and most importantly, give your investments a greater purpose tied to the life you truly want to live.

Who We Work With for Investment Management

Whether you recently inherited your investments or you’ve gradually accumulated investments over the years, we know how to make sense of it all. Many clients come to us with a ‘junk drawer’ of investments that has little clarity or direction. Regardless of your situation, we can help you make the best decisions for your future.

What We Can Work on Together

  • Discretionary and non-discretionary investment management
  • Portfolio design and implementation
  • Investments we believe to be low-cost and tax-efficient
  • Portfolio rebalancing

Give Your Investments a Purpose through
Avior Wealth Management

Our team at Avior Wealth Management has over 100 years of collective wealth management experience. If you’re ready to give your investments a greater purpose, take the first step by connecting with our team today.

Start Planning
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 &

Wealth Management Information

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

Perspective on the Magnificent 7 and Valuations

The stock market continues to reach new heights, driven by a stronger-than-expected economy and the largest technology stocks. In particular, Nvidia, a maker of graphics…

Read More

How Consumer Spending Supports the Economy and Markets

Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend money on everyday goods…

Read More

How Loss Aversion and the Sequence of Returns Impact Investors

The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark.…

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.