Fiduciary portfolio management for high-net-worth investors.
The Houston RIA advisors at Avidian Wealth Solutions can help you meet your short- and long-term investment goals by leveraging both passive and active investment vehicles to craft a portfolio that works for you.
Our approach to total wealth management is driven by time-tested fundamentals and a disciplined, conservative process. Avidian’s fiduciary investment advisors in Houston are dedicated to working with you to create a comprehensive financial plan that meets your needs.
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
Investment opportunities can change by the day. That’s why it’s important that you work with a proactive investment management group focused on optimizing your portfolios based on market conditions. Our team of fiduciaries are fully equipped to monitor, reallocate, and sell — as necessary — positions within your portfolio regularly and meticulously. When you work with Avidian, you can rest assured that our dedicated in-house investment team is working daily to maximize gains, reduce risks, and protect your underlying investment capital.
At Avidian, we use top-of-the-line, third-party technology (no proprietary software products) to build “stress-tested,” tax-efficient, cost-effective, and customized portfolios for our clients. In conjunction with our comprehensive financial plans, these tools help us to create a truly coordinated investment strategy tailored to your specific investing goals and needs.
Avidian offers our clients access to private offerings. This allows qualified clients to invest in promising companies that aren’t publicly available. Note that private securities carry more inherent risk and are typically subject to higher fees and longer holding periods than public securities.
The degree of risk you assume should be determined by your financial needs. This is why our team of fiduciary professionals works with you to create a comprehensive, customized financial plan specific to your needs. Each of our investment strategies incorporates financial risk management, at all of its stages, with the goal of optimizing returns with volatility in mind.
To see how Avidian handles risk management, specifically investment risks, please visit our investment risk management page.
If you want to plan for lasting financial security and genuine peace of mind for future generations, this free resource is tailored to assist you in understanding the tools that can help you prepare for, initiate, and manage your estate planning.
Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.
CFPs
CFAs
MBAs
JDs
CHFC
PhD
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
