client meeting


  • 19years of success.
    Founded in 2003.
  • 54Financial
  • $3.5Billion Client Assets
    under management

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.

Complimentary Portfolio Audit

Our conservative approach to wealth management is built to help our clients thrive through even the most turbulent market conditions.

Curious where you stand today? Schedule a meeting with our team and put your portfolio to the text.*

*Complimentary Portfolio Audit available only to those with $1m or more in investable net worth.