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  Ten Client Commitments
 

Uncompromised Integrity

Client account information is kept confidential and protected at all times.  We do not sell our client lists to outside parties. Client privacy is paramount.  Please see our privacy policy for details.

We are committed to complete transparency and integrity in all dealings with our clients, service providers and counterparties. 

Partners of the firm demonstrate the highest levels of commitment to the firm’s investment philosophy by fully investing their personal wealth along-side their clients in the firm’s portfolios. Self-trading is prohibited.

We maintain comprehensive insurance protection against fraudulent activities and errors and omissions.  As of the date hereof, Avenue Investment Management has never had a claim against the firm nor has the firm ever been involved in any litigation matters. 

 

 

  001. Independent and Active Investment Analysis Process
  002. Appropriate and Effective Asset Allocation
  003. Comprehensive Investment Portfolios
  004. Segregated and Arms Length Client Accounts
  005. Innovative Fee Structure
  006. Transparent Client Communications
  007. Partners Fully Invested Alongside Clients
008. Uncompromised Integrity
  009. Professional Standards and Governance
  0010. Personal Commitment