Avity Investment Management Inc.
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 104623
- Registered since
- March 26, 1970
- Website
- avityim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.56%
- Charitable Organizations8.79%
- Corporations / Businesses4.4%
- Pension & Profit Sharing Plans2.67%
- Individuals0.58%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Avity Investment Management Inc. is an independent registered investment adviser organized as a corporation and owned by individuals. The firm is SEC-registered (registered in 1970) and operates on a percentage-of-assets fee model. Its client base spans high-net-worth individuals and families as well as institutional clients. Core advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Avity reports a preference for equity exposure, is not an active ESG investor, and does not present itself as a capital allocator or a multi-state adviser. Avity has been recognized in industry rankings, appearing on CNBC’s Top 100 Financial Advisory Firms lists in 2019, 2020, 2021, 2022 and 2025, and on Forbes’ Top RIA Firms list in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- State & Local Bonds13%
- US Government Bonds8%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds2%
Contacts
3 of 3
Howard Duncan
PartnerCRD 4340489

Edward Long
PartnerCRD 2533062

Christopher Ward
Vice PresidentCRD 5817018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$87.5M in ETFs
89%
$77.9M
0%
$9.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $17.9M | 25,489 | 20.43% |
Location
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 80 Field Point Rd
- Time zone
- ET (UTC-5)
- Office locations
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