Our mission is excellence in serving investors with personalized advice and efficient investment solutions. Aviance Capital Partners offers a combination of guidance, a proprietary investment platform, and personalized service. We pride ourselves on:
Providing a warm, personalized, and consultative approach to solving investor needs
Guiding investors with experienced planning professionals and an advanced technology platform
Offering an array of proprietary investment solutions in a customized manner
Presenting market insights with regular commentary and webcasts
Founding partners, James Neel and Orville Ward, began as a team in 1999 while working in the office of a New York based, international Investment Bank and Trust Company. In 2009, they formed Aviance Capital Partners. In 2011, Jack Brown merged the Naples-based investment firm he founded with Aviance. In 2017, Jack Campbell and Matthew Johnson joined Aviance enabling the firm to offer financial planning. Owned exclusively by its employees, Aviance Capital Partners is supported by staff in operations, client services, trading and new accounts.
Aviance focuses on building portfolios that are perceived to have attractive valuations and compelling qualitative traits. We believe this offers investors the best potential to achieve desirable performance results. While each of our strategies offer varying degrees of income, growth potential, and risk, they can be combined in a customized fashion to help ensure client objectives are met in an efficient manner.
Aviance Capital Partners claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Institute. Click here for more.
Aviance Capital Partners also claims compliance the Global Investment Performance Standards (GIPS®), which are voluntary and based on the fundamental principles of full disclosure and fair representation of investment performance results. Click here for more.
Aviance will guide you through the financial planning process.
Each relationship begins with thorough analysis of your current portfolio, cash flow, and personal balance sheet. We work closely with you to review objectives, constraints and income demands with respect risk tolerance and timeframe. Together, we seek to develop a personalized written plan with distinct priorities, investment objectives, and measurable goals. We analyze multiple investment scenarios, estimate potential outcomes and make informed decisions regarding what we believe are the most appropriate solutions. We continue to monitor the plan and communicate where we are in meeting your goals and discuss if necessary adjustments are needed to help stay on track.