As a private wealth manager, our talents and resources are focused on a select number of clients enabling us to achieve competitive returns and deliver superior client service. Every client relationship is viewed as a partnership formed to advance the long-term success of each investment portfolio. Our role in this partnership is providing intelligent, objective, investment expertise based on the experience and diversity of our assembled team of professionals. We have developed our program to also work closely with our clients’ outside advisers in both tax and estate planning.Aviance Capital Partners is more than just a partnership. The founding partners, Orville D. Ward and James R. Neel, began as a team in 1999 while working in the Naples, Florida office of a prominent New York based, international Investment Bank and Trust Company. The decision was made to move the Naples business in 2002, and in 2009, the name was changed to Aviance Capital Partners – working out of the same building in North Naples since the move in 2002.
In 2011, Jack David Brown merged the Naples-based investment firm he started in 2005 with Aviance. Owned exclusively by its managing members, Aviance Capital Partners is supported by staff in operations, client services, trading and new accounts.
“Conservative yet Opportunistic” describes our philosophy toward building custom equity, fixed income, and balanced portfolios. Our most important role as a private investment adviser is to protect (“conserve”) the financial resources of our trusted clients while achieving market beating returns. We view every investment as having an element of risk, but one which provides a unique “opportunity.”
Each client relationship begins with a thorough review of the objectives, constraints and income demands that may impact the design and balance of the portfolio. We encourage a comprehensive discussion of the client’s investment experience, expectations, risk tolerance and any special requirements or restrictions. The result is distinct priorities and realistic investment objectives with achievable goals.