The Importance
of Independence
Today’s mainstream financial services industry is set up for the distribution of investment products, where institutions incentivize advisers to sell products and maintain portfolios that are more beneficial to their firm than they are to their client. Comprised of a sales staff, the employees of these institutions often lack the credentials and experience to properly guide clients through their financial decisions. As a result, client portfolios are often skewed towards the more profitable, but risky, investment vehicles.
As an independent advisor, Avocet has the ability to provide objective and personalized advice. The firm takes a fiduciary responsibility to put its clients’ interests first and to minimize the conflicts, constraints and pressures traditional financial advisors face.
Alan Loewy - Founder Managing Partner
Prior to founding Avocet Capital, Alan was a Vice President in Private Banking at JP Morgan. In this role, Alan managed in excess of $300 million in assets for his clients. Prior to that position, Alan was an Investment Professional in Goldman Sachs' Private Wealth Management Group where he constructed investment portfolios for affluent families. He also has provided strategic consulting advice while holding positions with Booz Allen Hamilton and Deloitte Consulting.
Alan obtained his Master's in Business Administration from The University of Chicago Booth School of Business concentrating in Finance and Economics and earning Dean's List Honors. He also earned a Bachelor's in Business Administration from Emory University's Goizueta School of Business concentrating in Finance and Operations Management.
Sean Connolly - CPA, CFA Portfolio Manager & Wealth Advisor
Sean Connolly delivers sophisticated investment and wealth management solutions to Avocet Capital families. Prior to joining Avocet Capital, Sean was the Founder and Manager of Tyderium Capital LLC which actively managed a long-short equity fund. Tyderium’s deep value approach to investing was rooted in fundamental analysis and focused on risk management. In addition, Sean spent numerous years as an Equity Research Associate at Robert W. Baird and a Manager in the audit practice of PricewaterhouseCoopers.
Sean obtained his Master's in Business Administration with Honors from The University of Chicago Booth School of Business concentrating in Finance and Economics. He also earned a Bachelor's in Business Administration with Honors from The University of Notre Dame concentrating in Accountancy.
AVOCET CAPITAL MANAGEMENT:
- Adheres to a fiduciary standard of care
- Is advisory-fee only and does not receive ANY outside brokerage fees or commission revenue
- Utilizes transparent investment products and avoids the world of fee-laden load mutual funds, structured products, insurance vehicles and annuities
- Employs only experienced professionals with a track record of being trusted advisors