First Avenue Investment Counsel Inc.
Built around families.
We are a founder-led investment management firm and multi-family office dedicated to serving high-net-worth individuals and families. First Avenue applies a pension-style approach to portfolio management, bringing the same disciplined, long-term investment frameworks traditionally reserved for large institutional investors to the private wealth space.
Alongside discretionary portfolio management, First Avenue provides a comprehensive range of multi-family office services, including total asset reporting, wealth planning, tax coordination, estate strategy, and family governance.
Founded on the principle that true wealth management goes beyond portfolio returns, the firm takes a fully integrated approach, acting as a trusted partner across every dimension of a client’s life.
The structure is the strategy.
How we serve clients
Our mission
Clear thinking,
steady execution.
To guide our clients through the complexities of wealth, with clear thinking and steady execution, so they can pursue what matters most.
Our vision
Peace of mind,
across generations.
To pair investment management with full-spectrum planning, and create peace of mind for families across generations.
Who we are
Five values
guide our work.
They shape how we hire, how we invest, and how we show up for the families who trust us with multiple generations of their wealth.
Pursuit of Excellence
We pride ourselves on attracting and retaining talent that strives for greatness in their personal lives, professional careers and their communities.
Integrity
We hold ourselves to the highest standard. We do what is right for our clients, even when no one is watching.
Humility
We stay grounded in our character. Markets humble everyone; we listen more than we speak, and we let the work carry the argument.
Community
We are building a legacy that extends beyond financial wealth, through commitments to our people, our clients, and the communities we serve.
Partnership
We invest alongside our clients and stay close to the work. Their outcomes are our outcomes.