Avail Investment Partners, LLC

Avail Investment Partners provides investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. As of December 31, 2025, the firm reported $184,457,139 in assets under management across 427 discretionary accounts and generally manages client accounts on a discretionary basis, requiring execution of a Limited Power of Attorney and an Investment Advisory Agreement.

The firm follows a predominantly top‑down, evidence‑based investment approach that uses fundamental analysis to establish asset allocation guidelines and may deviate from those guidelines as market conditions warrant; Avail also allocates to a range of strategies and vehicles (including REITs, MLPs, BDCs, private funds, and crypto) and discloses the attendant risks. Avail routinely uses sub‑advisers and allocates predominantly to strategies managed by its affiliate Investment Research Partners, LLC, and employs artificial intelligence tools for meeting notes and data aggregation with human review to confirm accuracy.

Noteworthy aspects of Avail include an unusually large office footprint for a firm of its size—maintaining eight offices—and formal affiliations with other advisers and private funds, including ownership interests tied to Investment Research Partners and related private funds (for example, the Foundation Premium Income Fund, Foundation Global Infrastructure Fund, New Lantern Hedged Equity Fund, and OneAscent Capital Impact Fund). Those affiliations create disclosed conflicts of interest (including shared economic benefits when recommending affiliated strategies), which the firm addresses through written disclosures, its Code of Ethics, due diligence on managers, and limiting client investments in those affiliated funds to non‑discretionary arrangements.