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
Born by Design
Avalon Trust was formed in 1998 for a select group of individuals and families who wouldn’t settle for off-the-shelf financial products offered by large institutions. Instead, they sought a trusted partner who would deliver tailored solutions that maximized returns and clarified all aspects of their personal wealth. They wanted new ideas backed by diligent research. Someone who would ask the right questions and then really listen to their answers. A familiar voice answering the phone when they called. They found that partner in Avalon.

Our holistic approach and smart strategies, coupled with a “can do” attitude, have helped cultivate long-term relationships with client after client. We’re proud that our clients have rewarded us with the truest forms of appreciation: loyalty and recommendation. Today we manage several hundred million dollars in assets for clients around the world from our offices in Santa Fe, New Mexico.