Our goal at Pavilion is to be an end-to-end solution: a full-service firm that offers institutional and other investors customized guidance as well as implementation services at every stage of the investment process.
Pavilion Financial Corporation is a diversified global investment services firm with clients and business relationships in more than 50 countries.
How we differentiate ourselves
In an increasingly standardized market, we differentiate ourselves by providing the agility, independence and personalized touch of a boutique firm, while bringing the deep global reach of much larger players in the market. The outcome is highly customized and specialized solutions that best meet our clients’ investment objectives. More about what makes Pavilion unique…
A full-service investment advisory firm
As a full-service firm, we deliver a comprehensive menu of services and solutions through the following business lines:
- Pavilion Advisory Group® provides institutional clients with the full range of services spanning the investment process, from advice to implementation to oversight, all underpinned by research.
- Drawing from this foundation, Pavilion Investment House, a division of Pavilion Advisory Group Ltd., provides fully integrated wealth management services to a select group of business owners, families and other investors.
- Plan Sponsor Advisors, a division of Pavilion Advisory Group Inc., is an investment and retirement benefit consulting consultancy specializing in defined contribution plans.
- Pavilion Global Markets is a leading player in global capital markets, offering agency only securities trading, global macro research and transition management services to institutional clients.
- Pavilion Alternatives Group provides investment consulting services across alternative asset classes including private equity, private credit, real assets and hedge funds.
Pavilion’s core services are rated among the best in the industry. Pavilion Advisory Group Ltd. receives top-quartile rankings from clients on its knowledge of investment managers. Pavilion Global Markets Ltd. is rated ‘Best in Class’ for transition management services. In addition, the global trading desk is ranked in the top five worldwide on transaction costs and provides best price and best execution services to institutional clients. Pavilion Advisory Group Inc. is the first and only institutional investment consulting firm to achieve the “Peer Reviewed by HFMA” designation.
The Plan Sponsor Advisors team was presented with the 2012 ASPPA / Morningstar 401(k) Leadership Award recognizing leadership, innovation and influence by a leading financial advisor. The team has also been recognized seven years in a row by PLANADVISER magazine as one of the nation’s top advisors.