Maximize your impact with a strong investment plan

Successfully managing and monitoring an investment portfolio takes time, expertise, and a sense of accumulated wisdom.

It is not simple, nor easy, nor assured. AVB Advisors, Inc. has the talent and the time to handle this challenge for your organization, so that your staff and trustees don’t need to expend their own resources.

You can be more confident that your portfolio allocation and investments are chosen based on thorough analysis of the plan's needs and objectives. What’s more, you can demonstrate to existing and potential donors a professional management system that inspires confidence.