Investment Management Solutions

Aventus Investment Advisors Investment Management Solutions

We provide education and guidance that is founded in years of experience and knowledge, bringing in legal and accounting expertise from service provider partners who are also leaders in their fields.  We earn your trust in our role as fiduciary, acting in an ethical relationship of trust, for our clients. Aventus Advisors is your trusted source for investment management.

 

Our Approach

Aventus helps you build and preserve your financial wealth with a holistic approach to investment management and financial planning. Our approach to investment management starts with creating a financial plan that lays out your investment objectives, needs for liquidity, sensitivity to volatility, financial goals, and other key factors. We then work with you to create a personal wealth management strategy that will help you achieve your goals in the a cost and tax efficient manner.

 

Diversification

Aventus helps you build and preserve your financial wealth by scouring the market for opportunities that provide the best potential returns that align with your risk tolerance. We strive to achieve diversification of client portfolios by asset type, long/short positioning, currency, country and level of volatility.

 

Investing Globally

Utilizing our global expertise, we are able to identify international investments that represent the best options in our global economy. Our international investments target diversification by country, currency, and industry. The Aventus team has experience working in the capital markets in both developed and emerging countries, providing insight on the relative risks and rewards of international investing. Investing on a global scale is more important today than ever due to the increasing interdependent world economy. Whether these investments are equities, fixed income securities, funds, commodities or real estate, global perspective is paramount to a well-rounded portfolio.

 

We can assist you with the following personalized financial planning and investment management solutions:

  • Investment Management

    We provide unbiased advice on investments that combine attractive returns tailored to your risk tolerance.
  • Financial Planning

    Our planning process assists you towards your financial goals.
  • Retirement Planning

    Our experience and ideas can move you towards living your idealized lifestyle in retirement.
  • Education Funding

    We identify educational plans and programs for your funding goals.
  • Estate Planning

    Working with an experienced team of professionals can provide a customized plan to assist you towards your goals.
  • Charitable Giving

    Giving can be accomplished with tax efficiency and flexibility within your overall financial plan.
  • International Investing

    Our international investing experience of over 20 years can yield benefits to our investors.
  • Cash Flow & Debt Management

    We provide value added advice to minimize debt expense and maximize long term cash flow.
  • Insurance & Risk Management

    We provide unbiased advice on when and if insurance products are an attractive risk management or investment solution.
  • Income Tax Planning

    We work with your CPA to provide income strategies that minimize or defer tax liabilities.
  • Stock Option Strategies

    Options can provide attractive after tax returns when execution and price risk is managed effectively.
  • Single Stock Exposure

    We assist executives with large company exposures who will benefit from a plan to diversify and manage risk.
  • Customized Portfolio Construction

    We create investment portfolios which are customized given our clients' goals and circumstances.
  • Access to Alternative Investments

    Alternative investments can be a key component of many of our clients' portfolios and provide important diversification on investment returns.
  • Family Office Services

    We provide complete family office services to select clients, helping with everything from asset and estate management to bill paying.
  • Investment Vehicle Selection

    The correct investment vehicle for investments can provide attractive after tax returns.