Avidence Capital Advisors LLC is an independent, fee-only investment advisor based in New York, NY. They specialize in providing unbiased advice and designing sophisticated, tax-sensitive portfolios for affluent individuals, families, trusts, foundations, and privately held businesses. With a focus on evidence-based and systematic investment strategies, they aim to optimize returns while considering risk preferences and tax consequences.
With decades of experience in quantitative money management, Avidence Capital Advisors prides themselves on their transparent and low-cost approach. They ground their investment decisions in quantitative assessments, adjust portfolios based on changing market conditions, and offer customized solutions that reflect client social values. As a fiduciary, they always act in the best interest of their clients, providing thoughtful financial planning and investing strategies to help them achieve their financial goals.
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