Who we are

About Avenue Investment

Avenue is an independent private wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-term. We left the big firms so we could do investing our way. For us, that means taking the time to understand the unique circumstances of our clients and being available to walk them through the investment process. As a registered portfolio management firm, we wanted to create a place where our clients’ interests always come first.

Our mission is to help you compound your wealth by generating consistent returns over time, with as little risk as possible across all market environments. At Avenue, we put our clients first. That’s why our partners invest their personal wealth alongside our clients.

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Our Guiding Principles

Trust

We build trust and confidence by owning what our clients own. We do not push or sell third-party products. Instead, we are discretionary portfolio managers with the authority to invest on behalf of our clients.

Accountability

We are a legal fiduciary, which holds our investment team to the highest standard of accountability. Only a select number of investment professionals in the financial services industry meet this criteria.

Transparency

Our investment managers have an open-door policy that fosters full transparency in all communications and reporting to encourage positive client relationships.

Fairness

We take the time to understand our clients and their unique financial needs and make decisions with integrity across every area of our business. Under all circumstances, we treat every client equally and fairly.

Value

We provide greater value to clients by growing their wealth, comprehensive financial planning and acting as an independent sounding board. This includes connecting clients to a network of trusted professionals on matters related to legal, tax and estate planning.