Aventus Investment Advisors helps you build and preserve your financial wealth with a holistic approach to investment management and financial planning. Our approach to investment management starts with creating a financial plan that understands your investment objectives, needs for liquidity, sensitivity to volatility, financial goals, and other key factors. We then work with you to create a personal wealth management strategy that will assist you towards your aspirations in the a cost and tax efficient manner.
Aventus Advisors helps you build and preserve your financial wealth in part by scouring the market for opportunities in a variety of asset classes that provide the best potential returns with the lowest possible risk. We strive to achieve diversification of client portfolios by asset type, long/short positioning, currency, country and level of volatility.
Utilizing our global expertise, we are able to identify international investments that represent the best options in our global economy. Our international investments target diversification by country, currency, and industry, but with focused positions representing the best examples of potential return with measurable risk. The Aventus Advisors team has experience working in the capital markets in both developed and emerging countries. This practical knowledge provides insight on the relative risks and rewards of international investing. Investing on a global scale is more important today than ever due to the increasing interdependent world economy. Whether these investments are equities, fixed income securities, funds, commodities or real estate, global perspective is paramount to a well-rounded portfolio.
We provide education and guidance that is founded in years of experience and knowledge, bringing in legal and accounting expertise from service provider partners who are also leaders in their fields. We earn your trust in our role as fiduciary, acting in an ethical relationship of trust, for our clients. Aventus Advisors is your trusted source for investment management in the Cornelius, Huntersville and other areas of Charlotte North Carolina.