All Investors are Unique. So are Solutions.



Service and Results are Top Priority

Client goals and our strategies are combined to build lasting and successful relationships

Each client is assigned a Wealth Relations manager to ensure robust service and reviews

Boutique environment with team approach to asset management



Disciplined Value

cropped-Logo-only-maroon1.pngHigh-quality, deeply discounted businesses across all capitalizations

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Our approach to value investing focuses on owning shares of high-quality, deeply discounted businesses. When a business is on solid footing, it often receives a high credit rating. Similarly, we define quality by understanding a company’s credit worthiness and the soundness of its business model. As a result, sound businesses that have little need to raise capital also have greater flexibility to execute their operating and growth strategies. Further, we believe companies that are governed by boards and executives who are in the habit of sharing their earnings through dividend payments have strong incentives for long-term business success. As such, the Disciplined Value strategy favors companies that possess these hallmarks of quality and are trading at prices that reflect a significant discount to fair value.


Enhanced Income

cropped-Logo-only-maroon1.pngHigh level of income through the most attractive risk-adjusted opportunities

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There are more than twenty different asset classes which may generate investment income. The attraction of each different income producing asset class depends upon many factors including interest rates, inflation and position in various economic cycles. Many of these asset classes are not as sensitive to interest rates as bonds; however, they may be more sensitive to economic cycles. All investments possess different risk factors which must be carefully considered prior to purchase. We review these methods of income generation and actively allocate capital to those asset classes offering a higher level of income with a lower probability of capital depreciation when compared to traditional fixed income investments and with regard to current economic cycles.


Concentrated Stock

cropped-Logo-only-maroon1.pngOptions strategies tailored to produce income and/or hedge the downside

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Several investors attribute a significant portion of their wealth to ownership in one or two companies. As these positions grow larger so do the risks related to diversification, volatility, and tax burdens. Our approach to reducing these risks involves understanding the unique circumstances of the client and choosing the best strategy. A common strategy for managing concentrated positions employs the use of “covered call” or “collared” option strategies. However, the chosen strategy and its implementation depend on the client’s long term intentions for the position, tax circumstances, and market environment.


Global Plus

cropped-Logo-only-maroon1.pngValue-tilted exposure to both international and domestic markets

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For investors seeking broad exposure to global stock markets, the Global Plus strategy offers a value-oriented solution. The strategy invests in a variety of exchange-traded funds (ETFs) and closed-end funds (CEFs). Aviance’s search for global value among ETFs focuses on broad market securities and attractive fundamental characteristics – like low price-to-earnings ratios among other factors. Further, the strategy invests in CEFs that are generally trading at significant discounts to net asset value. We believe this approach positions investors to take advantage of discounted investments in the global space.

Disciplined Growth

cropped-Logo-only-maroon1.pngLarge-cap growth companies with strong fundamentals at ideal entry points

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Growth characteristics are one of acceleration, change and improving fundamentals. Our proprietary analysis looks for intrinsic markers that portend growth while simultaneously looking for favorable entry points – referred to as “Growth at a Reasonable Price” (GARP). Aviance Capital Partners conducts screens looking for acceleration in areas that include earnings growth, sales growth, margin expansion and discretionary cash flow. As we evaluate our screen results, we focus on predominately large-cap companies with a net present value above the current market price based on cash flow calculations and attempt to set valuation strike points.


Disciplined Growth Hedged

cropped-Logo-only-maroon1.pngAccess to our growth strategy coupled with options to reduce the downside

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The Disciplined Growth Hedged strategy offers a way for investors to access our growth strategy but further seeks to reduce market volatility and downside risk by employing market hedging techniques. We seek to strike an optimal balance between the cost of the hedge and its likely protection against adverse market conditions.


Traditional Fixed Income

cropped-Logo-only-maroon1.pngMunicipal or corporate portfolio tailored to each clients’ specific needs

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For investors seeking to preserve capital and generate income, we offer traditional bond portfolios consisting of only investment-grade credit quality bonds such as municipal, corporate, and/or government issued.  Each portfolio is custom built to serve the needs of the investor. We seek to add value by taking advantage of the shape of the yield curve, attractive spread opportunities, and issue-specific opportunities.


Core Plus Fixed Income

cropped-Logo-only-maroon1.pngExposure to all fixed income classes through bottom-up security selection

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Our Core Plus Fixed Income strategy is suited for investors seeking broad exposure to bond markets with the potential for attractive rates of distributed income. The strategy invests in a variety of exchange-traded funds (ETFs) and closed-end funds (CEFs). The Core element of the strategy invests in ETFs that seek to match the performance of the broad fixed-income markets. The Plus element of the strategy seeks to outperform the fixed-income market by investing in fixed-income oriented CEFs that are generally trading at a significant discount to net asset value.