Founded in 2001, Avalon Advisors was created with the mission to combine the nationally recognized investment managers whom they already had in house, with experienced client advisors. They believed this would provide the best investment management and advice their clients could receive.
In only eleven years, they have grown to where they are today, managing finances in the range of $3.9 billion. They are a locally controlled, registered investment adviser under the Investment Advisers Act of 1940 with four senior investment principals each holding a significant ownership position.