Avance Investment Management
650 Fifth AvenueNew York, NY 10019
Website: avanceinv.com
Firm Size
- Assets Under Management (AUM):$1.4 Billion
- Number of Funds:7
- Employees:22
- Firm Type:Private Equity
- Focus Areas:
Software & Technology
Services
Description
Avance Investment Management, LLC is a financial services firm based in New York, NY. The company provides a range of investment management solutions to individual and institutional clients. It offers comprehensive financial planning services, including portfolio management, risk assessment, asset allocation, and tax strategies. The firm focuses on delivering personalized investment strategies tailored to meet clients' specific goals and objectives. Their team of experienced investment professionals conducts thorough research and analysis to identify suitable investment opportunities across various asset classes. They aim to maximize returns while effectively managing risk. Avance Investment Management, LLC also emphasizes the importance of maintaining transparency and fostering long-term relationships with their clients. They provide regular updates and communication regarding portfolio performance, investment strategies, and market trends. Clients are encouraged to participate actively in the decision-making process and have access to a dedicated team of advisors to address any inquiries or concerns. Additionally, the company emphasizes the use of technology and innovative tools to enhance investment processes and enable efficient portfolio management. They leverage advanced data analytics and modeling techniques to make informed investment decisions and stay ahead of market trends. Overall, Avance Investment Management, LLC is a trusted financial services firm in New York, NY, offering a range of investment management solutions to help clients achieve their financial goals.Latest News
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Jun 12, 2023: Mark DeVincentis Joins Avance as Partner and Head of Capital Formation and Investor Relations
Avance Investment Management ("Avance"), a leading investment firm that partners with founder-owned businesses in the Services, Technology and Consumer areas, today announced that Mark DeVincentis has joined the firm as a partner and Head of Capital Formation and Investor Relations.
May 02, 2023: RIA Advisory and TMG Consulting Merge to Create Comprehensive Suite of Revenue Management Solutions
RIA Advisory, a leading revenue management solutions provider, and TMG Consulting ("TMG"), a top advisory and professional services firm to the utilities market, today announced a merger to create an industry-leading provider of revenue management solutions for clients across the financial services, healthcare payers, utilities, and public sector verticals.