Avalon Trust was founded nearly a decade ago in response to dramatic changes in the investment industry. We have attracted a dedicated team of professionals with a shared vision. With investment, trust and legal experience, we work with a limited number of individuals, family groups and foundations. In a business whose sole product is advice and counsel, the quality of our professionals is our competitive advantage. Avalon is independent by design, allowing us to build longstanding relationships with our clients.

Through our client-focused approach we align portfolio holdings with personal, tax and philanthropic considerations, providing our clients with individualized advice and management. Our investment process employs top-down macro economic data coupled with bottom-up fundamental company research to identify compelling opportunities. Our analytical approach combines traditional fundamental metrics with an examination of the business model, including management and environmental practices, as we believe these are important indicators of superior management and offer competitive advantages over the long term.

We would welcome the opportunity to discuss your individual needs.For further information please contact Julia Peters at 505 983 1111, or email jpeters@avalontrust.com.