Avalon Trust Co in Santa Fe, NM, US (United States)

The services of Avalon Trust Company focus on the individual of high net worth. We customize our financial and investment advice, assistance and management to the unique needs of each customer in order to maximize the benefits for each individual. 

Minimum Annual Fee: $12,000 Services include investment management, trust and account administration, asset custody, and preparation of tax information. 

To establish successful relationships with high net worth individuals, families, foundations and institutions by providing exemplary, customized, personal trust and investment management services. 

We recognize that individuals are different. Our goal is to tailor your portfolio to your unique concerns and values. For example, a client may encourage the development of organic farming and food retailing, but only if it benefits locally-owned natural food markets. 

PRINCIPLED INVESTING is truly customized asset management: the creation of a personalized portfolio based on your unique life situation, reflecting your principles and focused on your financial goals.