Asset Management

Avista Financial Network, Inc (dba Avista Wealth Management) is a Registered Investment Advisor offering a full suite of asset management solutions for private clients and businesses. Clearing and custody services are provided by Charles Schwab, Pershing, Altruist, and Mid Atlantic Trust Company. Avista is an independent investment company and is not affiliated with any major brokerage house, giving us the freedom and objectivity to survey a wider universe of investment vehicles that our most advantageous for our clients. 

Our goal is to be a trusted financial advisor that fully understands each of our clients’ needs and recognizes their unique investment objectives and tolerance for risk. As an Advisor, Avista adheres to stricter standards of fiduciary responsibility than is required of a typical Stock Broker (The Difference between Investment Advisors and Stockbrokers).

We believe that a globally diversified investment strategy increases portfolio returns while minimizing downside risk. Each of our strategic investment models provides broad exposure to equities and fixed income through mutual funds, ETFs, individual stocks and options-based products, as well as allocations to alternative asset classes like real estate, commodities and natural resources. Custom models (portfolios > $2 million) may also contain private equity/credit/real estate, structured notes and various option strategies designed to create income or hedge risk. Avista’s investment goal is to deliver consistently above-benchmark returns with controlled levels of volatility and risk. Our investment management clients receive the following benefits: