AVALAN, LLC

Overview

Avalan, LLC is an independent registered investment adviser structured as an LLC that operates as a capital allocator for both individual/family and institutional clients. The firm combines financial planning and portfolio management with selection of outside managers and educational workshops, and it also operates as an insurance broker. Investment activity centers on equity exposure: the firm favors exchange‑traded equities as its primary vehicle and runs separately managed accounts alongside pooled vehicles and third‑party strategies. Avalan positions itself to deliver both discretionary portfolio management and advisory solutions where clients retain control, reflecting a mix of direct equity management, ETF use, mutual fund complements and selective allocations to alternatives through outside managers. Avalan’s advisory menu supports fee arrangements tied to assets under management as well as hourly and fixed fees, enabling flexible engagements from ongoing discretionary management to project‑based planning and consulting. The firm is not an active ESG investor and includes educational seminars among its client offerings, which suggests a hands‑on, client education component to its relationship model.

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