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News & Insights
Find recent Avitas Wealth Market Update Webinars, White papers written by our firm and other important information we believe you will find relevant.
AVITAS WEALTH MANAGEMENT’S OCTOBER 31, 2024, MARKET UPDATE WEBINAR
Topics Covered: Fixed income markets Equity markets Tax legislation Our Avitas Wealth Management Quarterly Market Webinar from Thursday October 31, 2024 is now available. Please call our office at 424-371-9010 if you have any questions or need support. ...
Three Things To Consider Before You Downsize In Retirement
Often retirees have planned to downsize their homes once they hit their retirement years by selling off a family home that is too large for their current needs. While downsizing may be a smart financial move for you, it could also be a financial setback if you’re not...
Navigating Family Enterprise Risks
When asked about succession planning, many people outside of a family business think of “Succession" a gripping drama series that follows the power struggles and family dynamics of the wealthy Roy family, owners of a global media and entertainment conglomerate, as...
Our MIssion
- To be your trusted advisor, one who sees the world through the same lens you do. One who earns your confidence and is as committed to your success as you are. An advisor who will guide your family through every financial decision, standing by your side for a lifetime. That is the kind of advisor Avitas is built to be. Your advisor for life.
Our services
- We manage equity & fixed income strategies (with varying asset management styles), based on the needs of our clients. The core of these are primarily made up of individual stocks and bonds.
- Our Certified Financial Planner® and Certified Private Wealth Advisor® works with you to develop your custom-tailored Total Wealth Organizer®, which allows you to see your comprehensive financial picture through our web portal.
- We provide clients who are Qualified Purchasers* access to Private Equity through alternative investment strategies both to curated outside managers and our affiliated Avitas Capital Ascent, LP private fund.
Who Are We?
Advisors, Money Managers, Organizers
AWM Investment Strategies
At Avitas Wealth we manage your portfolio internally. We are the portfolio managers. Through our four equity strategies and three fixed income strategies, our client’s assets are managed in-house by our asset management team with an eye towards risk management, relative performance and accountability.
ACCESS to Avitas Capital
Access to early-stage private equity and alternative investments. Avitas Capital curates proprietary investments only available to our clients.
Avitas Capital Private Equity Access 2019 LP
Investment Management Agreement
AVitas Wealth By the Numbers
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Investment Strategies
Total Firm Assets as of 12/2023*
Advisor Avg. Experience
Client to Advisor Ratio
How We Grow Together
At Avitas Wealth we work closely with you and your family to ensure a deep level of trust. We develop a strong advisory role alongside your other key consultants – legal & tax advisors. As life continues to present important questions that need answers, your team at Avitas Wealth will be by your side to help you make the right decisions.
Clear answers to big questions.
Do you have enough? How long will it last? Are your goals realistic? What changes do you need to make to achieve them? We’ll give you a complete picture of your financial situation—developed through an approach called Total Wealth Organization—delivered online in a concise user friendly, actionable document intended to let you start making decisions with confidence and less worry.
Hands-on money management.
You can feel confident that every investment decision is made by individuals you personally know and trust, and who invest side-by-side with you in the same strategies. Based on the needs of our clients, we utilize varying asset management styles in the creation of individual portfolios. Our strategies are primarily made up of individual stocks and bonds, with a limited number of outside mutual funds and ETFs. Since the inception of our first portfolio strategy in 1995 at our former firm, we have built a highly tax efficient portfolio management system, with an emphasis on risk/return analysis and a disciplined approach to rebalancing to maximize risk adjusted returns.
Total Wealth Organization
Our custom-tailored service allows you to see your comprehensive financial picture with a single sign on, providing a secure, integrated view of all financial, real estate, insurance, and related assets. Moreover, all important documents and medical and professional contacts can be accessed by you and your authorized family members. No more wondering “what if anything were to happen to us”? It is your entire financial life organized for you and your family. This is a service included in your Wealth Management fee.
Personalized planning.
Whatever your unique vision of retirement is—from relaxation to starting a new venture—you can turn to us for help setting realistic goals, optimizing every savings vehicle and managing your transition to a work optional lifestyle.
Easier access to liquidity.
At Avitas, we provide access to custom-tailored lending solutions that can help you smooth your cash flow, monetize illiquid assets and seize new opportunities without the need to sell investments.
Smart solutions for business owners.
Our holistic approach is built to meet the unique needs of the people we serve. Avitas understands the distinct challenges faced by business owners – we provide support and expert advice to help manage concentrated exposure, insider stock transactions, family relationships and succession issues.
Your Advisor Should Be Closely Intertwined With Your Life
We believe a relationship with Avitas will look and feel very different from the typical financial advisor relationship you may have experienced in the past. Often, advice can be motivated more by commissions than by your best interests. You may have felt frustrated being unable to speak personally with the people who managed your money. Your broker was more of an intermediary than an asset manager. Or you may have found yourself listening to sales pitches about exotic strategies, proprietary products, or hundred-page financial plans—when all you really wanted to talk about was your goals and getting your financial life organized.
Our Executive Team
Our Office
1901 Avenue of the Stars,
Suite 1901
Los Angeles, CA 90067