Leadership: Ideas, People, & Culture
Over twenty years of investment experience has taught me that ideas, people, and culture are the primary ingredients in successful companies
Avidus offers access to expert-managed equity portfolios from an intuitive mobile app designed to serve the modern-day investor. We are not robo-advisors, salesmen, or brokers. We are investment professionals ready to manage your capital based on our time-tested Avidus Investment Discipline, rooted in value investing. Instead of expensive mutual funds, confusing ETFs, or picking stocks on your own, let us be your investment team.
Investment discipline at your fingertips.
We invest in a select group of well-managed, remarkable businesses, that possess a sustainable competitive advantage, and also trade at a fair price relative to market conditions. Our edge is a disciplined and time-tested investment framework that minimizes emotional investment decisions and keeps us focused on long-term outcomes.
Our process helps us acquire businesses that are:
Invest in our actively managed stock & alternative investment portfolios. Leave the robo-advisors, mutual funds, and ETFs behind and directly own a portfolio of remarkable stocks hand-picked by our seasoned investment team.
It is time you take control of your investments and know the companies you are supporting and investing in. Instead of settling for owning "everything" in Mutual Funds and ETFs or picking your own stocks, join us in owning only the most remarkable companies in the United States and Beyond.
This app makes it easy for anyone to grow their money! It gives access to some of the most knowledgable minds in finance, and doesn't require too much money or attention! Perfect for almost all ages.
Caleb - Client Since 2022
In an age where investing feels more important than ever - this app is very helpful in knowing I have a diversified portfolio, in the hands of professionals (since I am definitely not one).
Elphie - Client Since 2021
Excellent tool to help you get invested! User-friendly, intuitive, and solid architecture. Highly recommend!
Monty - Client Since 2021
*The foregoing testimonials have been provided by clients who utilize our advisory services through the Avidus application. No compensation was provided to such clients for these testimonials, and there are no conflicts to disclose in connection with the testimonials provided.
We are proud to partner with leading financial and technology firms around the world to help us modernize investment management for millions of people that have been left behind.