Registered under the Securities Act of 1934, Avenir Financial Group is a full service brokerage and money management firm offering a wide range of investment products and services from stocks, bonds and options to fee based wealth management and insurance products to investment banking, private placements, trading and international risk hedging strategies. Dedicated to achieving the short and long-term goals of individuals, families, trusts and institutions, our experienced professionals work with our clients to manage their expectations and create customized strategies to achieve their objectives. We apply our decades of cumulative market knowledge and experience in providing prudent investment choices and sometimes out-of-the-box creative opportunities in non-traditional global investments. Whether our clients are unsophisticated individual investors, sole proprietors or experienced large institutions, each account receives the individualized attention on requires. Able to transact business across the United States and around the world, we look forward to adding you among our discriminating group of clients.
We aim to serve our clients in two ways.
• As specialists in financial markets worldwide, our clients are able to capitalize on a wide array of global investment opportunities, including domestic and foreign stocks, international and domestic bonds, mutual funds, unit trusts, options and more. The vision of our firm, since its very inception, has been to take an investment approach that is not limited by frontiers. Opportunity abounds across the globe, not merely in our backyard.
• As a complementary approach, we also offer sophisticated retirement and estate planning services. Our objective in terms of our relationship with our clients is to provide a "holistic" methodology, one that does not look at investment portfolios or strategies in isolation. We seek to understand how our clients live in order to provide recommendations that make sense, not merely in the more limited terms of their financial lives, but more importantly in the wider context of their family, occupation, goals and dreams.