Preserving wealth
for the long-term

Avocet Capital's investment philosophy is based upon the practical experience of affluent families who have preserved their wealth over multiple generations. The firm's approach is based on three core beliefs: affluent investors do not need to take on high levels of risk to preserve their wealth, diversification of risk is essential, and that fees and trading costs matter.

Our clients' investment portfolios represent long-term savings. The hard earned wealth needs to be there in the future and it has to have maintained its purchasing power. Unfortunately, over the years, most investors chase returns, erode principle through mismanagement of risk, pay exorbitant fees and generate inefficient tax liabilities. Accordingly, a successful investment experience must not just overcome market volatility, but fees, taxes and portfolio inefficiencies in order to have been preserved.

Adhering to a personalized Investment Policy Statement (IPS) that clearly details investor objectives, considerations and risk tolerances, Avocet Capital portfolios are managed with discipline in order to avoid market mistiming and inconsequential "tactical" shifts. The portfolios utilize:

  • Exchange Traded Funds (ETFs) to take advantage of low management fees, minimal tracking error and potential for long-term capital gains treatment
  • Enhanced Indexing Managers to outperform traditional passive investments by employing efficient trading strategies and broader investment mandates
  • Active Managers to generate excess returns (alpha), gain access to inefficient and illiquid asset classes, and utilize variable maturity strategies in fixed income
  • Laddered Bond Portfolios of buy and hold high quality fixed income securities to maintain low management costs, lock-in advantageous yield-to-maturities, manage portfolio duration and offer tax loss harvesting
  • Option Overlays (call and put derivatives) for income generation and disciplined portfolio rebalancing
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
Avocet has created a practical approach that guides families through the investment process and focuses on the critical decisions associated with managing risk and building efficient portfolios.