Avity Investment Management Inc.

Avity Investment Management provides continuous, discretionary investment management to individuals, trusts, estates, charitable organizations, pension funds, profit‑sharing plans and corporations, managing about $2.03 billion for roughly 274 client accounts. Client portfolios are handled individually and can include exchange‑listed equities, municipal and corporate bonds, U.S. government securities, options, mutual funds and cash equivalents.

The firm’s investment process emphasizes traditional fundamental research and a focus on high‑quality, liquid securities, with fixed‑income allocations managed to maintain advantageous maturity ranges and limit volatility. Accounts are reviewed regularly, valuations are offered monthly (or quarterly on request), and the firm uses external valuation sources (Reuters) and portfolio software (Indata) to support account reporting and billing accuracy.

Avity does not provide standalone financial planning services, a distinction that is less common among firms in its peer group and underscores its exclusive focus on portfolio management and research‑driven trading. The firm is employee‑owned and long‑established (in operation since 1970), and it discloses broker arrangements—including the allocation of commission credits to third‑party research and a discount‑broker technology arrangement—that it says support its investment process while presenting disclosed conflicts of interest.