Getting there together™
Avenue is an independent private client investment manager. At Avenue, we believe financial stability comes from our focus on getting solid returns reliably. That’s why we invest 100% of our own wealth alongside our clients’ wealth, and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.
Our secret is that boring and predictable ‘quality’ investments are safer, when our shared goal is to compound our client’s wealth as consistently as possible with lower risk .
Contact us, and let us create for you a individually tailored financial plan.
Minimum relationship of $750k.
Custodian of accounts is National Bank Independent Network (NBIN).