Avalon Capital Management exists to empower clients to live their best lives. We empower clients through holistic financial planning and proactive portfolio management.

Unlike traditional investment philosophy, we don't think you need to automatically accept market volatility.

Avalon started in 1992, analyzing complex data on global market relationships to yield more stable results for investors. Our focus was on creating portfolios that wouldn’t react heavily to economic surprises.

In 2016, we distilled this experience into a proprietary process called "Ada," Avalon Dynamic Allocation. Ada uses a strategic mix of ETFs and weekly rebalancing based on historically important signals. This approach dynamically selects strong relative asset trends and avoids weak ones. Using Ada helps mitigate portfolio risk by shifting exposure in response to extremes in investor behavior.

Today, Avalon continues to use quantitative analysis and in-house research to make investment decisions.


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