Avity Investment Management
Overview
Avity Investment Management is a private investment firm based in Greenwich, Connecticut, specializing in managing investment portfolios for clients. The firm offers a range of services, including investment management and wealth management, with a focus on personalized, high-touch service. Each client benefits from a direct relationship with one of Avity's principals, ensuring tailored investment strategies that align with individual financial goals and risk tolerances. The firm's investment approach is characterized by rigorous fundamental research, collaborative decision-making among its principals, and a long-term orientation. Portfolios are constructed with a mix of asset classes, including equities and fixed income, and are thoughtfully diversified across industries. Avity seeks to identify high-quality securities with durable growth characteristics, emphasizing businesses with competitive advantages that can drive compounded returns over a long-time horizon. Avity has a strong track record, having been recognized in the CNBC Financial Advisor 100 list, ranking No. 75 in 2025, No. 14 in 2023, and No. 29 in 2022. The firm's principals, Edward C. Long and H. Park Duncan, bring extensive experience from previous roles at U.S. Trust, Lazard Asset Management, and Chase Manhattan Bank. Their leadership, combined with a disciplined investment philosophy, has contributed to Avity's reputation as a trusted advisor in the investment management industry.
Investment Focus
- Clients in all 50 states accepted
Portfolio Companies
Reach Avity Investment Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Avity Investment Management
What sectors does Avity Investment Management invest in?
Avity Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Greenwich, United States. Avity Investment Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Avity Investment Management invest at?
Avity Investment Management backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 5M - 200M.
Which regions does Avity Investment Management invest in?
Avity Investment Management invests across United States.
Who are the partners at Avity Investment Management?
Team members listed for Avity Investment Management include Stephen Grimm (Partner) and Park Duncan (Principal).
What companies has Avity Investment Management invested in?
Avity Investment Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Avity Investment Management?
Avity Investment Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
