Aventus Investment Advisors, Inc.

Aventus Investment Advisors provides portfolio management, financial planning, and related advisory services to individuals, trusts, estates, businesses, and charitable organizations, and it also advises participant-level defined-contribution retirement plans or acts as an ERISA 3(38) fiduciary for plan sponsors. The firm’s typical client has investable assets above $500,000, and, like many peers, it serves both high-net-worth and non-HNW individual clients and generally charges percentage-of-AUM advisory fees.

The firm’s investment process blends global macroeconomic trend analysis with detailed fundamental research to identify opportunities across equities, fixed income, ETFs, and other vehicles, generally favoring a 12+ month time horizon while providing both discretionary and non-discretionary management and model-portfolio options with ongoing rebalancing. Aventus also offers modular financial planning, evaluates alternative investments for clients, and provides tax-return preparation assistance to a limited number of clients as part of its service set.

Noteworthy features that distinguish the firm from many peers include the periodic, no-charge educational seminars it offers to clients and the public and that certain associated persons are licensed to sell life, annuity, and other insurance products and may receive customary commissions on those sales; both elements are explicitly disclosed as potential sources of additional compensation and conflict of interest. The firm also provides sub-adviser services to other advisers and charges for alternative-investment evaluations, which expands its service mix beyond standard portfolio management and planning offerings.