Avalor Investment Ag

Overview

Avalor Investment Ag operates as an independent, owner-run registered investment adviser focused on serving individual and family clients. The firm positions itself as a capital allocator, managing both discretionary portfolios and directed (non‑discretionary) relationships. Its advisory work centers on portfolio management for individuals and small businesses, and its fee model mixes AUM-based fees with fixed-fee arrangements. Avalor’s custody relationships with private and global banks suggest a client base with cross-border or high-net-worth needs and an emphasis on privately serviced custody. Investment practice appears to blend liquid, exchange‑traded exposure with allocations to third‑party alternative managers. The firm favors exchange‑traded equities as a primary building block for client portfolios, while using private equity, venture capital, hedge funds, real estate and commodities to complement public markets and improve diversification and return potential. Corporate debt and annuities are also part of the toolkit for income, liability matching or bespoke client goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices