About Us

Founded in 2001, our predecessor firm, Avalon, became one of the largest independent RIAs in Texas with more than $8 billion in assets. Our success is a testament to the deep relationships we have built with our clients and community. In 2023, we became a partner firm of CI Private Wealth. CI is uniquely positioned to complement and expand on our strengths. As a permanent strategic partner, CI is committed to investing in our business, while enabling us to maintain—and even amplify—the essence of who we are.

At CI Avalon Private Wealth, we focus on exceeding client expectations every day. We combine the personal experience, creativity, and objective advice of our boutique with the resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience.

 

Private Wealth Management—Made for You

Our goal is to become the indispensable partner you call first to help you navigate through personal and professional financial decisions—so you can stay focused on what matters most. We provide holistic advice and coordinated strategies, and our partnership with CI Private Wealth puts us in the uncommon position of being able to create solutions for exceptionally unique and complex challenges.

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OUR GUIDING PRINCIPLES

 

Everything we do—from the way we work to the way we approach client interactions—is rooted in guiding values of Delta(i):

 

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DISCIPLINE

We define concrete metrics and enable our experts to develop innovative plans to accomplish your objectives.

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EXCELLENCE

We strive for excellence in delivering the thoughtful service you deserve and are dedicated to creating the best possible experience and outcomes.

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LEARNING

We deploy the capital, time and resources necessary to expand our capabilities and educate our talent in order to deliver the best value for our clients.

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TALENT

We pursue and develop what we view as the best talent in the industry and empower each other to work together to find the right solutions for our clients.

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ACCESS

As a client, you gain access to top creative talent, innovative products, and meaningful connections that we believe allow for the cross-collaborations critical to success.

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INNOVATION

We adapt and change in order to solve problems in new and meaningful ways, seeking to anticipate changes in your life and your goals, and providing guidance through market evolutions.

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LET'S TALK

Discover more about what makes us profoundly different.
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