Green Valley Wealth Advisors - Wealth Management | Planning | Investment Counsel

"Anyone who stops learning is old, whether 20 or 80. Anyone who keeps learning stays young. The greatest thing you can do is keep your mind young."

~ Mark Twain (1835 - 1910) American humorist, novelist and author of wit

Green Valley Wealth Advisors is now Avant-Garde Advisors Green Valley Wealth Advisors has formally joined with Avant-Garde Advisors, LLC to create a national firm operating under the Avant-Garde name. We are proud to continue serving families and businesses in the greater San Francisco Bay Area with an expanded team of experienced wealth managers and investment professionals. As an independent firm, we have always been, and will continue to be, committed to serving our clients' best interests above all else. We are built to support each client's unique financial goals. And with our enhanced resources and capabilities, we are stronger than ever. Avant-Garde Advisors provides fee-only wealth management, financial planning, and investment consulting services to individuals, families, employers, and institutions. We look forward to demonstrating how our specialized approach can best serve you. To learn more about our new firm, please visit our website at: www.AvantGardeWealthManagement.com. more >>		What makes us different We are a registered investment advisory firm. We offer compelling domestic and global investment opportunities and wealth management. We provide sound counsel to our clients and personalized advice. Together we enable informed financial decision making. We think globally with a local perspective. That is, we not only study the events that shape our lives, we look to capitalize on the trends and developments that shape the global markets, drive our economy and ultimately impact our investment portfolios. Plan for your future; Invest in what matters.. Our Approach >> Thematic Investing - Ingredients for Your Investment Pie, Slice by Slice Following themes can help you get the big picture right, and allow you to better manage your risks as well. Research shows that price action is chiefly a function of the trend of an overall industry, as well as the overriding trend of the general market. Read On >>		Investment Management Our expertise is in providing a global approach to improve the outcome for investors' success in putting their money to work. In today's markets, we believe it's best to have broad flexibility to globally diversify and expand potential opportunities through stocks, bonds, exchange-traded funds (ETFs) and alternative strategies and investment vehicles. The need for transparency has never been so clear. Our 4 Seasons Portfolio Global, Multi-Asset Classes A truly diversified, opportunistic go global multi-asset class portfolio approach. We exploit investments abroad not just for diversification but in our belief that we can beat the market . Learn More >> Our Eagle Portfolio U.S. Stocks Our domestically focused stock portfolio that's based on objective mathematical logic, not subjective emotions. Our cutting-edge quantitative modeling drives our process, consistency, and results. If you love the old gal, (the US, that is) then this should be your tax-efficient core holding for capital appreciation. Learn More >> Our Owl Portfolio Global Stocks Our globally diversified complete stock portfolio offering. If it were a 3-legged stool, the legs would be US, developed, and emerging / frontier markets. Our conviction allows us to roam the world to go where the prospects for growth are the greatest. Learn More >>