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.