Overview

Solutions that span the investment spectrum.

Pavilion Advisory Group® is a full-service investment advisory firm, offering investment and retirement benefits consulting services. For over three decades[2], we have been serving a wide range of institutional investors, from small foundations to large, complex healthcare institutions – and take pride in being a value-added partner and resource.

We work with clients to advise, recommend and execute investment strategies. Delivering high quality investment advice and discretionary and non-discretionary solutions to institutional clients is our primary objective. Distinguished by our high degree of specialization, our proactive consulting approach involves active oversight, specific recommendations and assistance with implementation.

Every institution has unique investment needs, so for each client relationship we assemble a group of experienced experts from our different specialist areas to serve as your consulting team. Our services are tailored to the unique financial situation, risk tolerance, investment goals and other constraints or requirements of each client. In a complex and unpredictable world, we remain nimble and ready to respond with sound advice to fluctuating economic and market conditions.

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[1] Pavilion Advisory Group is a registered trademark used under license by Pavilion Advisory Group Inc. in the U.S. and Pavilion Advisory Group Ltd. in Canada.  Pavilion  Advisory Group Inc. is a U.S. based investment adviser registered with the Securities and Exchange Commission.  Pavilion Advisory Group  Ltd. is an investment adviser registered with securities commissions of various Canadian provinces.

[2]   Stratford Advisory Group, Inc. formed in Chicago, Illinois as a full-service investment consulting and advisory firm.  Pavilion Financial Corporation acquired Stratford Advisory Group, Inc. in 2011 and changed the name to Pavilion Advisory Group Inc. in 2012.  Brockhouse Cooper started a consulting division in 1987 and in 2012, the division became Pavilion Advisory Group Ltd.