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Avenue Retirement Services
Avenue Retirement Services is a unique Investment Advisory Firm that helps clients build wealth and diversified income. Its advice is independent and unbiased,...
Avenue Retirement Services
Avenue Retirement Services is a unique Investment Advisory Firm that helps clients build wealth and diversified income. Its advice is independent and unbiased, based on impartial research on each security selection. The firm was established to help individual investors achieve their financial and retirement goals and offers fee-only billing with no commissions or up-front fees.
General information
Firm type
Asset Manager
Location
City
Frisco
Sector focus
Frequently asked questions
Who runs investment decisions at Avenue Retirement Services?
Avenue Retirement Services does not publicly name its investment committee members or CIO. The firm is led by a management team with backgrounds in asset management and retirement plan services, though individual names are not disclosed on the public record.
How does Avenue Retirement Services source proprietary deal flow?
The firm primarily sources investment opportunities through established relationships with institutional asset managers and direct outreach to credit and fixed-income markets. Avenue Retirement Services does not operate a proprietary deal-sourcing network for private investments.
What investment stages does Avenue Retirement Services typically target?
Avenue Retirement Services targets a range of liquid investment stages, including core fixed-income, high-yield bonds, and target-date strategies. The firm does not focus on venture capital or private equity stages, instead emphasizing income-producing assets.
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