Objective, Disciplined, Conservative.

Avocet Capital, an independent advisor, is a multi-family investment office anchored by families with established wealth and supporting those with emerging wealth.

Based upon the practical experience of sophisticated investors, Avocet Capital manages money with a pragmatic approach.


As an independent advisor, Avocet Capital has a fiduciary responsibility to put its clients' interests first and to minimize the conflicts, constraints and pressures that traditional financial advisors face.

For more information on the value of an independent advisor, please see the
Importance of Independence


Avocet Capital believes affluent investors do not need to take on high levels of risk in order to preserve their wealth, diversification of risk is essential, and that fees and trading costs matter.

For more information on how we express our investment views, please see our
Investment Philosophy