AVANTIA INVESTMENT SERVICES, LLC

Overview

Avantia Investment Services, LLC is an independent registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses while also acting as a capital allocator through the selection of outside managers. The firm charges both a percentage-of-AUM fee and fixed fees, and serves a mix of individual, family and institutional clients. Investment activity shows a clear tilt toward equities as the primary building block of client portfolios, while the firm supplements equity exposure with mutual funds, annuities and selected alternative allocations. Avantia is not positioned as an active ESG investor and does not identify as a multi-state adviser. The firm outsources specialty exposure when appropriate, using third-party managers to implement commodity strategies and other non-core allocations. That selection-of-advisers capability suggests a hybrid operating model: direct discretionary management for core SMA-type mandates, plus reliance on external managers for niche or liquid alternatives and tactical overlays.

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Location & Offices