Assets Under Management: $1.2 billion

Location: New York, NY

Investment Philosophy:

Avatar Associates manages approximately $1.2 billion in assets, representing institutional, financial advisory, private clients and wrap brokerage portfolios. Its product offerings include overlay, managed 401k, balanced, defensive equity and core equity. We customize our products to meet individual client objectives, using a process that employs quantitative, top-down, macro-economic models refined qualitatively by a seasoned research and portfolio team.

Avatar Associates has developed a flexible asset allocation approach designed to generate solid returns by reducing the perils of volatility.

Our aim is to create a finely tuned system that balances investment risk and reward. To this end, our clients benefit from a coordinated approach that blends asset allocation, rigorous security selection, and distinct sell strategies.