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

Personalized asset management from a team of multidisciplinary financial professionals

Is it worth getting an investment manager? Managing an investment portfolio well is not something that can be done part-time. Opportunities and vulnerabilities appear every day, and unpredictable fluctuations have a significant impact on your portfolio’s performance, and therefore your future.

Our multidisciplinary team consists of certified financial planners, risk assessors, compliance monitors, and more — and their one goal is meticulous management of every position in your portfolio, to maximize overall gains and minimize risk.

Gain access to private securities

We also offer our clients the opportunity to explore a handful of alternative investment strategies, including access to private securities that are not publicly available. Accessing private securities can offer potential investors significant returns, but also carry more inherent risk than trading publicly traded securities. Anyone that desires to invest in private securities should have them rigorously researched by professionals that they trust before investing.

Tax planning strategies

Tax implications are complicated. Most investors have a handle on how much they’ll owe due to the or dividend tax, but high-net-worth investors generally have portfolios that require significant tax planning, as seeking tax deductions and advantages can have significant influence on overall returns.

Do you know whether some investments in your portfolio would better serve you as short- rather than long-term gains? Are you getting all of the benefits that you can from any tax advantaged accounts? Are you sure that you are up to date on all of the frequently changing tax laws surrounding every type of asset in your portfolio?

The tax planning specialists at Avidian know. Our Austin investment advisors use cutting-edge technology to build tax-efficient, “stress-tested” portfolios tailored to our clients current financial situation and their long-term goals.

Comprehensive risk management

The financial planners in our Austin family office-style environment implement a risk management system based on our state-of-the-art technology and the expertise of our multidisciplinary staff. We diversify your portfolio across asset classes and sectors to protect you from market volatility, measure liquidity and adjust to keep your portfolio protected, and rebalance regularly to make sure that we can act, rather than react to the market.

Luke Patterson
Luke Patterson CEO, CIO