A complete list of active advisors currently associated with Affiliated Investment Advisors, Inc.

Warmer can help you find a great advisor at Affiliated Investment Advisors, Inc. or one who fits your needs even better.

Affiliated Investment Advisors, Inc. provides fee-only, discretionary portfolio management to individuals as well as to retirement plans, profit sharing plans, IRAs and other trusts. Its client base is concentrated in trusts and estates (about half of clients), with the remainder including individual and corporate accounts. The firm follows a top-down investment process that emphasizes macroeconomic and interest-rate analysis to drive asset allocation across cash, bonds, equities and commodities, and it selects liquid, exchange‑traded, investment‑grade securities. It generally avoids leverage and alternative investment vehicles, exercises discretionary authority after client consultation, and conducts regular (weekly) account reviews. Distinctively for a single‑advisor independent RIA, the firm manages institutional‑style accounts and fiduciary relationships (retirement and endowment-style portfolios), a service mix that is uncommon among peers. The firm operates at a small, boutique scale with roughly $4.2 million in assets under management and a handful of client relationships, and its principal has decades of institutional portfolio management experience and holds the CFA designation.

To learn more about the advisors currently working at Affiliated Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.