Affinity Investment Advisors Find The Idea Here

Our firm is positioned to help you better understand how to prudently manage wealth how to distribute it. Advisory services are only offered to clients or prospective clients where Affinity Capital Advisors LLC and its representatives are properly licensed or exempt from licensure.

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Iman is a Senior Portfolio Manager and Co-Director of Research for Affinity Investment Advisors LLC.

Affinity investment advisors. Peter is a Certified Financial Planner CFP. Affinity originally founded in 1992 sold a majority of its assets to. Peter serves as an investment advisor at Affinity Investment Group LLC.

Affinity Investment Advisorss annual revenues are 1-10 million see exact revenue data and has 1-10 employees. Terms Conditions 2019 by Affinity Investment Advisors LLC. We help our clients create stability and security through financial independence.

Affinity helps you manage investment banking deal flow industry experts buyer identification all while growing your network. He graduated from the University of New Hampshire with a Bachelor degree in Economics and started his career working on Wall Street. Affinity Investment Advisors LLC has 3348 million in assets under management across 122 accounts placing it in the mid-tier of firms in the country by assets under management AUM.

Prior to joining Affinity Investment Advisors Iman served as the Head of Global Equities at Decatur Capital Management Inc. Cambridge Investment Research Advisors Inc a Registered Investment Advisor. Financial advisors help you achieve your life goals eg saving for retirement by creating a comprehensive financial plan and managing your investment portfolio eg stocks ETFs mutual funds bonds.

Affinity Investment Group LLC Helping families create preserve and manage finances Our team brings a holistic approach to financial and estate planning. Market inefficiencies exist based on the behavioral tendencies of investors and Affinity seeks to exploit these inefficiencies by identifying and investing in attractively valued businesses whose underlying fundamentals are improving. How do you know which option is right for your practice.

Advisory Business Firm Description Affinity Investment Advisors LLC Affinity or Firm is a registered investment advisor providing investment supervisory services to institutional retail clients and pooled investment vehicles since November 1 2010. Past performance is no guarantee of future returns. Affinity Capital Advisors LLC is a Registered Investment Adviser.

He works to maximize the investment teams decades of experience to the benefit of all clients having developed Affinitys quantitative stock selection risk management and portfolio construction models. This website is solely for informational purposes. Affinity Investment Advisors LLC operates as an advisory firm headquartered in Newport Beach California.

Check the background of this investment professional on FINRAs BrokerCheck. Affinity believes that while the equity markets are highly efficient pockets of inefficiency and security mispricing exist where a systematic active strategy can add value. He brings over 20 years of institutional investment management experience.

Greg is a Principal and Lead Portfolio Manager for Affinity Investment Advisors LLC. Driven by a passion to be our clients most trusted equity investment manager the company. Affinity currently offers investors US.

Affinity Asset Management was founded with the goal of providing our clients with the highest quality investment and planning services. Before Decatur Capital Iman was the founding. Affinity Investment Advisors LLC is a boutique investment advisory firm based in Newport Beach CA.

Director Client Engagement at Affinity Investment Advisors LLC. He brings 22 years of experience in institutional asset management. It is classified as operating in the Securities Commodity Contracts Other Financial Investments industry.

Find the latest insights for finance and investment professionals all in one place. Alex is COO Sr. Clients gain from an experienced and collaborative collection of individuals with decades of experience managing the investment assets for a wide range of clients including corporate pension and general.

Affinity Financial Advisors benefit from a multi-custodian independent registered investment advisor and a friendly independent broker-dealer relationship. His expertise in early stage investing dynamic asset allocation building diversified investment portfolios providing outsourced customized solutions and product development will support and advance Affinity in providing clients with tailored solutions. Its a big decision and not one that you need to make alone.

Affinity Wealth Advisors Inc 8170 Corporate Park Drive Suite 210 Cincinnati Ohio 45242. As a financial advisory firm Affinity Investment Advisors can provide a variety of financial planning services for Americans. Equity strategies spanning the market capitalization range as well as international and global equity.

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