Fiduciary Investment Management Houston | Avidian Wealth Solutions

At Avidian Wealth Solutions, we can help high-net-worth individuals, families, and business owners meet their short- and long-term investment goals by leveraging both passive and active investment vehicles to craft a tailored portfolio.

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.

“AT AVIDIAN, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.”

20years of success.
Founded in 2003.
66Financial
Professionals
$4Billion Client Assets
under management

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Investment management services at Avidian

An in-house investment team dedicated to rigorous, disciplined investment selection

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 fiduciary certified financial plannersTM are fully equipped to monitor, reallocate, and sell — as necessary — every position within your portfolio regularly and meticulously. When you work with Avidian, you can rest assured that your investments, alongside our dedicated in-house investment team, are working daily to maximize gains, reduce risks, and protect your underlying investment capital.

A cost-effective, tax-efficient platforms

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 for your specific investing goals and needs.

Access to private securities

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.

Risk management

The degree of risk you assume should be determined by your financial needs. Which is why our team of fiduciary professionals work 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, including investment risks, please visit our financial risk management page.

Why trust Avidian to manage your investments?

CUSTOMIZED & CONSERVATIVE

At Avidian, we don’t limit our desired outcomes to outperforming a specific index and potentially taking excessive portfolio risk. Instead, our most important target is achieving the returns necessary to meet your specific investment objectives. Every portfolio management step and decision is guided by that personal commitment to you.

RESEARCH-BASED & VETTED

Our investment committee selects investments and allocates assets using a disciplined, thorough screening process that weighs each position within the portfolio model relative to its specific purpose, risk, and potential return metrics.

MONITORED & ADJUSTED

Once selections are made, the portfolio and every position within it are regularly monitored, reallocated, and sold as necessary in an effort to maximize gains, reduce risk, and protect the underlying investment capital.

COMPREHENSIVE & CONTINUOUS

Holistic risk management involves more than just checking up on your portfolio. Our team regularly meets with our clients to discuss and update other aspects of their financial plan. Investments are reallocated or sold as necessary in an effort to balance investment gains with protection on the underlying investment capital.

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Luke Patterson CEO, CIO

Complimentary Portfolio Review