We are leaders in client experience.
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Define purpose
We believe that our client's wealth has a purpose for their life. When that purpose is clearly defined, we can open up a world of possibilities for creating their most successful plan to guide them there.
Develop Plan
We work as a collaborative team to help uncover the gaps in our client's current financial situation and develop a comprehensive plan that expertly addresses every important aspect of their wealth.
Navigate path
We are with our clients every step of the way:
helping them stay on track to achieve their goals
keeping them informed of any important changes
making adjustments to their plan as their values and needs change
“Our firm’s primary commitment is to financial planning. Avior Wealth’s financial planning department is responsible for building, analyzing and implementing our client’s financial plans. We take a holistic and comprehensive approach to our financial planning by looking at all the aspects of a client’s situation. Our primary purpose is to help Advisors create leverage for advisors and solve more problems for clients. We will work alongside our advisors throughout the planning process to ensure we are providing the most accurate analysis and thoughtful advice as possible.”
– Jay Nelson CFP®
Director of Financial Planning, Wealth Advisor
When we define what is truly meaningful to our clients, decisions become clear, strategy becomes streamlined and more effective, and taking action feels easier and more inspired.
That’s why we developed the Avior Navigator, our proprietary financial planning process.
OUR INVESTMENT PHILosophy
Caring for our clients' investments means more than managing money - it's caring for the future their wealth can create. We don't take that lightly.
long-term diversification
Our investment philosophy is based on a long-term disciplined approach. We are not proponents of market timing. We employ diversification across asset classes with the goal of maximizing return and minimizing the variability of return.
asset allocation
We consider current market and economic conditions in formulating a desired asset allocation while also taking into consideration client goals, situations and feelings as we strive to help them reach their investment objectives.
rebalancing to targets
Active rebalancing back to asset allocation targets allows us to take advantage of varying rates of return on individual assets and ensures that client portfolios don't stray from their agreed upon targets.
“Avior’s investment committee serves multiple functions. First, it is responsible for the development and maintenance of the firm’s asset allocation models, providing advisors with investment framework to guide their practices. Secondly, the committee oversees the due diligence process for advisor-created models and holdings. Additionally, the trading department, under the purview of the investment committee, not only executes trades via rebalancer, but also maintains the trading infrastructure for all asset allocation models approved by the committee. This comprehensive approach provides consistency within investment strategies, adherence to regulatory requirements, and the smooth functioning of trading operations within the organization.”
– Steve Esch CFA, CFP®
Co-Chief Investment Officer, Wealth Advisor