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Take hold of your wealth.
®
David S. Bradley, CFA, CAIA
233 E. Carrillo Street, Suite B
Santa Barbara, CA 93101
805-456-8141
david@avalanwealth.com
At Avalan, we engage our clients in an intensive investment
consulting process, while also leveraging an external team of lawyers,
CPAs, and insurance professionals to help seek out each new client’s
unique optimal wealth solution.
In our view, these solutions must balance each client’s Personal Values,
Goals, and Interests with their financial areas of concern: Wealth Protection,
Wealth Transfer, Wealth Enhancement, and Charitable Giving.
For the investment allocations that support each of our clients’ personal
circumstances, we target low-fee, tax-efficient investment instruments, and
build portfolios favoring academically substantiated factor models.
Does your financial advisor have such a process in place to coordinate all
areas of your financial life, and to avoid the hidden pitfalls of excessive fees
and unnecessary taxes? If not, please call us. All discovery meetings are
complimentary and include a comprehensive new client review.
Throughout his career, David has served primarily as Chief Operating Officer to a firm
which managed a $500 million health care equity allocation for the Bill and Melinda
Gates Foundation. He grew up in Santa Barbara and attended Claremont McKenna
College. He serves as President of the Laguna Blanca School Alumni Council and Chair
of the CFA Society of Los Angeles Career Development Committee.