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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Fusion timberElement peak +more
- Established Date
- 03-26-1970
- Office Locations
- 1
Office Locations
About Avity Investment Management Inc.
Avity Investment Management (Greenwich, CT) is an RIA serving retail and institutional clients, including entrepreneurs, with portfolio management and planning (financial and estate). The firm emphasizes asset allocation and risk management across public equities and fixed income, with ETF-centric implementation. It has ranked in CNBC’s FA 100 for seven consecutive years (No. 1 in Connecticut) and has also been named to Forbes’ Top RIA Firms.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HOWARD PARK DUNCAN
President, Principal, TREASURER
- CRD
- #4340489
- Ownership
- 25% but less than 50%
EDWARD CHARLES LONG
EXECUTIVE VICE PRESIDENT, Principal, Secretary
- CRD
- #2533062
- Ownership
- 25% but less than 50%
Zenith value
Vital catalyst
- CRD
- #75266
- Ownership
- 37.9%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,027,216,229 | $2,454,257 |
| Non-Discretionary | $0 | -- |
| Total | $2,027,216,229 | $2,454,257 |
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Separately Managed Accounts
Total SMA Asset: $2,027,216,229
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,217,843,430 | 13.9% |
| Municipal Bonds | $1,296,696,602 | 14.8% |
| U.S. Government/Agency | $1,279,173,675 | 14.6% |
| Cash | $1,191,559,039 | 13.6% |
| Corporate - Investment Grade | $1,489,448,799 | 17.0% |
| Public Funds | $2,286,741,980 | 26.1% |
| Total | $8,761,463,525 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL HARBOR | EAGLE PEAK | 9LU72BKWG | BNELG | 5.57% | $111,242,400 |
| CAPITAL CREST MOMENTUM | ELEMENT OPTIMA | TZQCA9B8S | TIUZE | 11.40% | $116,661,338 |
| OPTIMA SIGNAL MERIDIAN | PIONEER SIGNAL | 5EDQ60OKC | WRB | 7.64% | $59,406,008 |
| PRIME VALUE PATHWAY | VERTEX EMBER | I3BNOS7ZN | NIA | 9.45% | $104,390,732 |
| HORIZON MOMENTUM GLACIER | BRIDGE OPTIMA | TXN3QQVI1 | EIF | 7.22% | $100,451,619 |
| PRIME INSIGHT | ELEMENT EAGLE | OUY2EZYDH | SZE | 9.62% | $19,659,746 |
| TIMBER FOCUS ATLAS | CAPITAL EAGLE | Q99O078LE | BSASW | 1.10% | $34,401,379 |
| MATRIX VALUE | SUMMIT VITAL | EY7MAC850 | KOIZ | 2.90% | $101,946,773 |