AVAIL INVESTMENT PARTNERS, LLC

Overview

Avail Investment Partners, LLC is an independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals, families and smaller institutions. The firm structures client relationships with flexible fee arrangements — percentage of AUM, hourly and fixed fees — and places primary emphasis on public mutual funds and pooled strategies as the backbone of client portfolios. Avail supplements core fund exposures with third‑party alternative managers and private offerings when appropriate, and is active as an adviser and sponsor or managing member of pooled investment vehicles. Investment activity centers on using professionally managed public funds for broad market and sector exposure while allocating portions of client capital to alternatives — notably private placements, real estate and REITs — for income and diversification. The firm is not positioned as an ESG specialist; its stated advisory services are financial planning and portfolio management for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices