Welcome to Avenue Investment
We help clients achieve long-term financial stability.
At Avenue, we’re all about getting there together when it comes to our finances. Our mission is to help you compound your wealth by owning quality investments that generate returns over long periods of time. We buy high-quality investments at a reasonable price with a disciplined risk management process, complemented by a specialized tail hedging strategy. Above everything, we always put our clients first and hold ourselves to the highest level of accountability in the industry.
We are an independent firm led by true independent thought and research, which has allowed us to successfully navigate various market cycles for the past 20 years. We are not limited by a corporate agenda or incentivized to gather assets and sell products. Instead, the Avenue team is fully invested alongside our clients and treats every investor as an equal partner in our shared success.
Two core principles drive our decision-making process.
First, how do we achieve desirable long-term investment results with as little risk as possible? Second, what is best for our clients? In doing so, we have been able to provide superior value to our clients and build relationships based on trust, accountability, fairness and transparency.
Why Choose Avenue Investment?
01
Trust
Trust
We build trust and confidence by owning 100% of what our clients own. We do not sell third-party products and have full discretion over individual securities.
02
Accountability
Accountability
We are a legal fiduciary that holds our investment team to a higher standard of accountability. To deliver on this promise, we also cut management fees in half in Avenue’s equity portfolios during down markets.
03
Transparency
Transparency
Our investment managers have an open-door policy that fosters full transparency in all communications and reporting to encourage positive client relationships.
04
Fairness
Fairness
In every aspect of our business, we make decisions with integrity and ensure that every one of our clients is treated equally with fairness and respect.
05
Value
Value
We provide unmatched value to our clients by not only growing their wealth, but by providing comprehensive financial planning and acting as an independent advisor for all of their decision making. We also connect them to a network of trusted professionals on matters related to legal, tax and estate planning.
Connect with our team.
To learn more or for more information, please contact our team directly or complete the form below and we will be in touch with you shortly.
Investment Management & Financial Planning
At Avenue, our core investment strategy is an all-weather strategy that is designed to compound our client’s wealth over the long term. We believe that owning high-quality businesses are the best investments to own. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle.
At Avenue Investment Management, we are independent private wealth managers.
Allow us to help you achieve long-term financial stability.
Please complete the form and we’ll get back to you as soon as possible.