Avity Investment Management has been in operation since 1970 and is entirely employee-owned. The firm provides continuous investment supervision and portfolio management tailored to each client's specific circumstances. Portfolios typically include a mix of exchange-listed stocks, municipal bonds, corporate bonds, United States government securities, options, mutual funds, and cash equivalents. Avity Investment Management operates on a discretionary basis, meaning the firm makes adjustments to investments as deemed appropriate without requiring specific consultation for every trade, though overall investment policies are agreed upon with the client beforehand. The firm emphasizes fundamental research, seeking to avoid excessive risks by focusing on high-quality securities purchased at attractive prices. In addition to serving individuals and families, Avity Investment Management works with trusts, estates, charitable organizations, pension funds, profit-sharing plans, and corporations. Communication occurs regularly through written materials, phone calls, and in-person meetings, with valuation reports offered monthly.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Rates are for equity and balanced accounts. Fixed income only accounts have a separate schedule: 0.60% on the first $2 million, 0.50% between $2 million and $5 million, 0.40% between $5 million and $10 million, and 0.35% above $10 million. Fees are often negotiable for large accounts.