Investment

Investing successfully is simple enough in theory: maximizing return while minimizing risk … However, at AVIDIAN Wealth Management we know that in practice it’s much more complicated—and that’s why we’ve assembled people and processes that put decades of proven experience at your disposal.

Our investment approach at AVIDIAN Wealth Management is driven by our overarching goal to enhance your total portfolio performance while controlling risk across all market cycles. To accomplish this, we adhere to a strong set of fundamentals consistent with our conservative, disciplined, different investment philosophy:

  • A focus on after-tax, total portfolio returns
  • Global diversification and balance across multiple asset classes
  • Disciplined strategies emphasizing the long-term
  • An active, accountable management approach

When you trustAVIDIAN Wealth Management with your investments,you benefit from our strengths.

Navigate Constantly

As financial complexity continues to increase, it’s more essential than ever that investment portfolios are developed and actively managed by expert professionals with the skill and experience to navigate constantly evolving challenges and opportunities.

  • The investment process
  • Asset selection
  • Matching objectives
  • Asset allocation
  • Balancing risk to performance
  • Volatility
  • Buying and selling
  • Decisions
  • Liquidity
  • Capital appreciation vs. income
  • Domestic vs. international investments
  • Growth vs. value
  • Taxation

Portfolio Construction

To implement our customized strategy, we select appropriate investments, including equities, bonds, ETFs, mutual funds, separately managed accounts, and insurance products to match your unique goals and requirements.

Depending upon your particular situation, we may also review alternatives such as real estate, managed futures, and other investment vehicles.

Personal Commitment

At AVIDIAN Wealth Management we don’t limit our desired outcomes to simply 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, and every portfolio management step and decision is guided by that personal commitment to you.

Your Portfolio

  • fixed income

    Our fixed income makes up an important part of out overal portfolio construction.

  • cash

    Cash management is an essential function of portfolio management.

  • core strategy

    Our core strategy portion seeks to capitalize on long-term macro-trends, deep value strategies and non-correlated asset classes aimed at developing low volatility returns.

  • tactical strategy

    Market cycles create situations which, we believe, can be short-term, mis-priced (either upside or downside) opportunities.

Investment Process

Avidian Wealth Solutions’ investment process is rigorous, repeatable, and transparent, featuring a research-driven approach created to advance two primary investment portfolio goals: superior returns and below-average volatility.

Our investment committee selects investments using a disciplined, thorough screening process, by weighing each position within the portfolio model relative to its specific purpose, risk, and potential return metrics. Once selections are made, the portfolio and every position within it are regularly and meticulously monitored, reallocated, and sold as necessary to maximize gains, reduce risk, and protect the underlying investment capital.

GROWTH

  • 20%CORE
    STRATEGY
  • 80%TACTICAL
    STRATEGY

The objective of this global asset allocation model is to provide total returns consisting of capital appreciation.

INCOME WITH GROWTH

  • 60%Fixed
    income
  • 20%core
    STRATEGY
  • 20%TACTICAL
    STRATEGY

The objective of this global asset allocation model is to provide total returns consisting primarily of current income and secondarily of capital appreciation.

GROWTH WITH INCOME

  • 20%Fixed
    income
  • 20%core
    STRATEGY
  • 60%TACTICAL
    STRATEGY

The objective of this global asset allocation model is to provide total returns consisting primarily of capital appreciation and secondarily of current income.

Hedged Fixed Income

  • 80%fixed
    income
  • 20%CORE
    STRATEGY

The objective of this global asset allocation model is to provide total returns consisting primarily of current income with moderate capital appreciation.

Balanced

  • 40%fixed
    income
  • 20%CORE
    STRATEGY
  • 40%tactical
    STRATEGY

The objective of this global asset allocation model is to provide total returns consisting of a balanced blend of capital appreciation and current income.

Fixed Income

  • 100%tactical
    STRATEGY

The objective of this global asset allocation model is to provide total returns consisting of current income.

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