Trust that your portfolio is built to follow long-term leadership; not short-term trends. Welcome to a more sophisticated approach to wealth management.
Registered Investment Advisor
Avalon is a registered investment advisor (RIA) for individuals, families and institutions around the world that uses the Relative Strength approach to investing. For 10 years, we've helped our clients work toward their financial goals and we welcome the opportunity to show you how we can help strengthen your portfolio.
If you're interested in seeing whether Avalon is a good fit for you, contact us today for a complimentary and comprehensive portfolio analysis.
Avalon is a registered investment advisor for individuals, families, and institutions around the world, investing through Relative Strength, leveraging new technologies to facilitate money management, education, and empowerment, and ultimately helping protect our clients from volatile market corrections.
Who We AreThe world is changing, money is evolving, investing methodologies are strengthening. At Avalon, we are leading the charge into the new paradigm of wealth and investment management through Relative Strength to reduce the risk of loss, as well as increase our upside potential.
How We InvestAs an RIA, Avalon is obligated to have our clients' best interests driving every investment decision and direction. For 10 years, we've helped our clients work toward their financial goals and we welcome the opportunity to show you how we can help strengthen your portfolio by mitigating risk.
Our Guiding PrinciplesSince 2013, we have strived to separate ourselves from the old school 60/40 methodology. The more you learn about us, the more you will realize that we are doing things a bit differently in this changing world.
We handle all our clients' capital and make all buy and sell decisions in-house.
We view the market through a volatility-resistant Relative Strength lens.
As an RIA, we are legally obligated to look after our clients' best interests.
Our success is tied to your success and we don't prosper unless you do.
Currently accepting clients with portfolios valued at $1,000,000+ (or $200,000+ with an existing advisor).
Our leadership
Chris has been involved with some of the most dynamic companies to emerge from the financial services sector. Working within the industry since 1995, he held various senior positions at money management and investment banking firms where he served high-net worth and institutional investors.
Shiren has extensive experience in the investment industry, specifically with asset, wealth, and portfolio management. She manages onboarding, trading, performance reporting, and fee billing, with a proven record of building long-term client relationships.
TJ oversees the digital experience for the Avalon brand. He brings 25 years in the digital industry working with everyone from Fortune 500 companies to startups, with skills spanning web development, design, content creation, and digital marketing strategy.
Michael has over 20 years of experience in the investment industry with institutions including Bank of New York and Wachovia. He holds an MBA from Loyola University of Chicago and is a CFA Charter holder, advising institutions, wealthy families, and non-profits.
Contact & Support
Have questions about our management style, your own investments, or want to know if we're a good fit? Start by speaking with one of our friendly and professional client relations team members.
Schedule a free consultation with one of our advisors and start a conversation about your next-level investing strategy.
At Avalon, we specialize in ‘Relative Strength Investing’.