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Aventus Advisors - Wealth Management Expertise

Aventus Advisors is a globally focused investment management and financial advisory firm that provides world-class service backed by the latest technology and market-leading financial insight. Our team is dedicated to developing and managing comprehensive financial strategies that meet each client's unique needs.

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Aventus Advisors - Wealth Management Expertise

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  1. Wealth Management Expertise with World Class Service Picture here.

  2. Who We Are Aventus Advisors is a globally focused investment management and financial advisory firm backed by the latest technology and market-leading financial insight. We are dedicated to our clients and community and pride ourselves on addressing clients’ needs with a culture of service and commitment. We manage investments for a wide range of clients, all with diverse goals. From individuals and families to Chief Financial Officers and business owners, Aventus Advisors’ sole focus is to develop and manage a comprehensive financial strategy that meets each client’s unique needs. Aventus Advisors is focused on building wealth for its clients. This is accomplished through leadership in: Investment Management Financial Planning Business Advisory

  3. Our Team Jeffrey Hare, CFA │ Financial Advisor Jeff Hare is a Financial Advisor and the Managing Director of Aventus Investment Advisors Inc., which he founded in 2009 in Cornelius. Jeff holds a BA in Economics from the University of New Hampshire and a MBA from the Thunderbird School of International Management. Jeff is a Chartered Financial Analyst (1996) and is an active member of the CFA Institute and the North Carolina Society of the CFA Institute. Headshot Carolyn Weaver, CFP │ Certified Financial Planner Carolyn has over 20 years of financial services industry experience. In 2010, Carolyn joined Integrated Investments, a NC registered investment advisory firm, which merged into Aventus Advisors in March 2015. Carolyn holds a BA in Mathematics from Agnes Scott College and an MBA with a concentration in Finance and Marketing from Emory University. She obtained her CFP designation in December 2017. Headshot Alexandra Bella │Client Service Associate Bio here. Headshot

  4. Why Choose Us? Experience. Service. Integrity. Picture here. At Aventus, clients receive personal attention and advice from professionals who take the time to learn about them and their financial goals. We remain focuses on providing clients with new investment products, financial planning structures, and technology. We understand that receiving superior service is expected by our clients. We always put our clients’ interests first, which combined with our extensive global financial market experience, provides a best in class client experience.

  5. Our Values Service Act in the best interest of our clients Integrity Uphold the highest standards of integrity, professionalism and confidentiality Quality Deliver best-in-class investment opportunities and services to our clients Stewardship Treat our clients’ money as if it were our own, balancing risk and reward Accountability Take personal responsibility and deliver on commitments Teamwork Create community and work together as one Respect Value each other, encourage professional development, respect personal contributions and reward effective performance Citizenship Be responsible citizens in the communities in which we work and live Entrepreneurship Differentiate the firm through creative thinking and action Determination Show a will to win in every aspect of our business

  6. Our Mission We help individuals and families organize, grow, and protect their financial assets. We are a fee-only fiduciary, meaning we always put our clients’ best interests first. Our credentialed and experienced advisors take the time to learn about your personal and financial goals, and take a holistic approach in order to achieve these goals. Our Investment Management Process At Aventus, we start by establishing financial goals and objectives and determine your risk tolerance. We then customize a portfolio to assist in reaching your goals. Once invested, we continuously monitor your investments and rebalance your portfolio to keep up with changes in the market and changes in your goals. Our Services We meet with our clients annually to review portfolios and update goals. We provide portfolio performance reports quarterly to keep you up to date on your investing returns. In addition, we provide monthly market updates and unique financial planning tips. We are always available to address any concerns or needs you may have.

  7. How will a CFA benefit you? • They can diversify your investment portfolio to fit your individual needs. • They are held to high ethical standards, annually signing a statement adhering to the CFA Institute Code of Ethics and Standards of Professional Conduct. • They have the ability to analyze any risks and rewards for a variety of investment opportunities. • They have a fiduciary duty of loyalty, prudence, and care to clients. “The Chartered Financial Analyst (CFA) designation has become the gold standard of professional credentials within the global investment community.” - The Economist

  8. How will a CFP benefit you? • According to the CFP Board, all Certified Financial Planners… • are held to high standards according to the CFP Board’s Standards of Professional Conduct • must uphold principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. • must provide their financial planning services as a fiduciary, acting in the best interest of their financial planning clients. • Must have several years of experience related to delivering financial planning services to clients and pass the comprehensive certification • exam “As you begin to consider how best to manage your financial future, you should feed confident knowing that with a CFP professional, you’re working with someone committed to providing the highest standard of financial planning.” - CFP Board of Standards, Inc.

  9. Our Services: Financial Planning Our client centric advisory process is ensuring that you have a clear and well-developed financial plan to help you navigate toward your goals. We don’t sell or represent any investment products, we only recommend those that best suit you based on our experience and research skills. We make protecting your assets a priority.

  10. Our Services: Investment Management We begin by understanding your investment objectives, needs for liquidity, sensitivity to volatility and other key factors. We then create a customize investment strategy that targets your goals in the most cost and tax efficient manner. We strive to achieve diversification of client portfolios by asset type, long/short currency, country, and level of volatility.

  11. Our Services: Business Advisory We provide business owners unbiased advice to achieve their strategic objectives through out differentiated, value-added approach that encompasses strategic and tactical expertise, global perspective, critical industry examination and advice on structuring and financing solutions.

  12. Contact Phone: (704) 237-4201 Email: info@aventusadvisors.com Headquarters 19810 W Catawba Ave Suite G Cornelius, NC 28031 Our Other Locations: Naples, Florida Lake Winnipesaukee Area, New Hampshire

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