What We Offer

The core engine that drives Avondale is our investment expertise. Because we have dedicated ourselves to putting investment understanding first, we are proud to be able to offer financial solutions for a wide variety of clients. We offer support to individuals, advisors and other investment professionals in three key areas:

Wealth Management

In our wealth management business we offer full service financial advice to individual investors and private foundations. Wealth management clients can think of Avondale as their personal CFO. Clients who value excellent service and customized solutions should consider partnering with Avondale to meet your holistic wealth management needs. Learn More.

Investment Management

Our investment management offering focuses on delivering the highest quality investment solutions to individuals, advisors and institutions. Investment management clients value our dedication to proprietary investment research and simple, sensible investment approach. Our investment management services are best for clients who want to save time by leveraging our expertise to manage all or part of their portfolio. This is also the right solution for clients who want professional help, but also want to minimize costs. Learn More.

Investment Research

Avondale’s proprietary investment research is read by thousands of industry professionals at firms that manage hundreds of billions of dollars. Our investment research has been recognized by: The Wall Street Journal, Bloomberg, CNBC, Yahoo! Finance, Marketwatch and more. Our weekly research piece is syndicated by Yahoo! Finance and the CFA institute. Learn More.