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

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

Hedge funds

Hedge funds are pools of money that seek to invest in publicly traded securities across global markets. This investment vehicle can be highly risky as investors may opt to use borrowed funds with the hopes of a higher return.

Managed futures

Managed future funds attempt to maximize the potential of rising and falling trends in markets such as finances and commodities. This type of alternative investment vehicle can see higher returns during market declines, making them appealing to investors.

Private capital

Private capital is an umbrella term that includes any equity investments in private companies that can later be sold off for a profit. This could look like buying out a failing business and restructuring it or investing in a startup with strong potential.

Real estate

Real estate, including farmland, arts, and antiques, is typically accessible to all investors unlike some of the above vehicles that are only available for those with high minimum investments. These assets typically offer a hedge against inflation and are not dependent on the performance of the market.

Commodities

Inflation has been a serious concern for today’s investors making tangible assets like commodities, or any economic good such as gold, grain, oil, and natural gas, appealing. The goal with commodities is to buy them at a low price and sell them when they’ve appreciated in value.

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.

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