Hoover's Profile:
OAM Avatar, LLC
|
575 Lexington Ave., 8th Fl. New York, NY 10022 NY Tel. 212-624-1900 Fax 212-624-1936 |
Type: Private
On the web:
http://www.avatar-associates.com
Who helps financial planners plan? That would be OAM Avatar. The company offers investments, analysis, and brokerage services for financial planners, institutions, wrap brokerage sponsors, and private clients. It manages more than $1 billion in assets from a portfolio that includes Microsoft, Bank of America, United Technologies, Target, and Johnson & Johnson. Products include equity and balanced brokerage programs, defensive and core equity, mutual funds, and customized services for private clients. OAM Avatar is owned by Overture Asset Managers.
Officers:
President and Chief Investment Officer: Ted Theodore
