ENHANCE YOUR FINANCIAL PORTFOLIOProfessional Investment Portfolio Management

Customizing a Portfolio that Fits Your Risk Tolerance and Lifestyle

Every investor is different. Every investment plan should match the investor. Your team at The Avenue will customize your portfolio according to a number of factors such as time for growth, family plans, business plans, philanthropic goals and more. There are multiple considerations for the types of investments and we will help to match your investment strategy to your personal story.

Considering Your Investment Goals

Your goals are our top priority. You work hard to create investment capital, we will work just as hard to optimize plans, continue to be at the forefront of the industry, and regularly communicate any changes that will allow you the best opportunity for success.

Investing in Asset Classes

There are a number of asset classes. The three main asset classes are equities, or stocks; fixed income, or bonds; and cash equivalents, or money market instruments. However there are other classes that can be added to an investment mix such as real estate and commodities, and alternative investments, that can create a balanced portfolio of risk and interest. The Avenue is your go-to resource for the wide variety of asset classes so you can make sound decisions about where to invest.

Your Portfolio and Your Risk Tolerance

Your specific risk tolerance is your own, and your portfolio should reflect that. The Avenue will assess your risk tolerance and recommend the investment products that best suit your needs and goals.

How We Can Help You Build a Solid Portfolio

We will help you build a solid portfolio by listening to you. These are your dreams, your goals, your investments; we are here to help guide you on the best possible path, and introduce you to the specific investment types to create a balanced, solid portfolio.

Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments. Commodities are generally considered speculative because of the significant potential for investment loss. Alternative Investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.