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
Ready, Willing and Able
Avalon Trust melds the capabilities and expertise of an investment firm with those of a trust company. It’s a combination that gives us a breadth of ability and access to valuable resources which we tailor for individuals, families and foundations. Our size and independence allow us to be innovative and flexible in ever-changing market environments, with a dedication to deliver each client carefully considered solutions - a product of our best thinking.

We partner with our clients to preserve and grow their assets with an array of wealth management services. From customized portfolio management to complex planning, we leverage our expertise and intellectual capital to meet each client’s unique needs.