history & culture
why santa fe
avalon gleanings
the pragmatics
investment management
corporate trustee/fiduciary
estate planning
family office
charitable giving
client successes
investment philosophy (sri)
portfolio management
themes and trends
New Mexico Cottonwood
Expect More
Over the years, we have found a few basic principles in our business to be profoundly true. If you deliver outstanding performance backed by expert counsel and advice, and you treat each and every client as if they were your only one, you will be rewarded in more ways than one. That is the way of life at Avalon Trust.

While we tailor our strategies and resources for every client, our fundamentals never waver. A dedication to strong and enduring client partnerships. Disciplined wealth and investment management expertise. A level of attention and understanding of individual client needs that is unparalleled. An unfailing commitment to providing peace of mind for all financial matters.

Our independence allows us the latitude to think critically, use creative approaches and access a breadth of resources on your behalf. The outcome is highly individualized solutions that achieve outstanding results.