Our Investing
Invest with Intent
Through our sub-advisory relationship with Investment Research Partners, Avail seeks to provide clients with an innovative and thoughtful array of investment solutions. Portfolios are tailored to meet client-specific situations, allowing for alignment with risk tolerance, financial objectives, and values-based considerations.
The team leverages investment research from a variety of sources and constructs portfolios from both a top-down (what assets classes to target and at what levels) and bottom-up perspective (what securities to own within those asset classes). We believe that one of our key differentiators is our approach to investing, which we refer to as Intentional Investing.
We stress the importance of investing as ownership, as we believe ownership infers responsibility. Our approach to managing portfolios considers the mission and purpose of each investment as part of the evaluation process.
Meet the Research Team
Martin Wildy, CFA
Geoff Caber, AIF®
Brett Greenfield, CSRIC™
Derek Varner, CFA
Investment Solutions
Avail, through its relationship with Investment Research Partners, offers a wide variety of investment solutions for clients.
Traditional Portfolios
These portfolios seek to meet clients’ long-term financial objectives through thoughtful selection of asset classes and themes, and additional value may be captured through security selection and tactical allocation. The portfolios are global in nature, available in multiple risk profiles, and may include mutual funds, exchange traded funds, closed-end funds, individual stocks and bonds.
Sustainable, Responsible & Impact Portfolios
These portfolios are built for clients that want to integrate environmental sustainability and social inclusion in their investment portfolio. We seek to invest in companies and strategies that align with the UN Sustainable Development Goals and those that we believe are managing environmental, social, and governance (ESG) risks better than peers. The portfolios are global in nature, available in multiple risk profiles, and may include mutual funds, exchange traded funds, closed-end funds, individual stocks and bonds.
Income-Focused Portfolios
These portfolios are designed for clients that require ongoing distributions from their portfolio. The goal is to produce above-average income, typically in the three-to-five percent range annually, to help fund client distribution needs. The portfolios are global in nature, available in multiple risk profiles, and may include mutual funds, exchange traded funds, closed-end funds, individual stocks and bonds.
Preservation Portfolio
This portfolio seeks to outpace inflation over a market cycle with a low level of portfolio volatility. The portfolio is global in nature, and may include mutual funds, exchange traded funds, closed-end funds and bonds.