Avity has been managing portfolios for individuals and institutions since 1970. Avity prides itself on high touch, personalized service. Every client benefits from a direct relationship with one of Avity's partners, who work collaboratively to achieve investment goals. Each portfolio is tailored to the client's specific objectives and risk tolerance. In addition to portfolio management, we work with clients on income, tax, and estate-planning strategies. Our investment committee is comprised of Avity's partners, who contribute complementary financial backgrounds. Security selection is rooted in disciplined, consistent, fundamental analysis across equities and fixed income. Avity invests with a long-term orientation and an emphasis on quality businesses that demonstrate durable growth characteristics. Portfolio construction is informed by synthesizing influential factors, including the global economic environment, political trends, and liquidity and credit availability. As an independent investment managers, Avity acts solely in the best interests of its clients
