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
Staying Ahead of the Curve
The only thing constant in today’s global economy is change. We believe that a deep understanding of the rapidly evolving world community is essential to our success. At Avalon, we are attuned to the convergence of demographic, industry and scientific trends. Historically, it is these developments that are early indicators of fundamental changes that lead to innovation and opportunities. From the emerging global middle class to an increased awareness of climate change and the need for energy solutions, we work to uncover the unique stories and businesses that are participating in these developments.