A complete list of active advisors currently associated with Affinity Asset Management

Warmer can help you find a great advisor at Affinity Asset Management or one who fits your needs even better.

Affinity Asset Management provides financial planning and portfolio management services to individuals and small businesses through two service tracks: a managed account plan with ongoing portfolio oversight and a guided plan for advisory and planning support covering cash management, brokerage, retirement, education, and indirect real estate. The firm is newly registered and, as of the brochure filing date, had not yet begun operations and reported no client assets under management. The firm tailors recommendations to clients’ objectives, time horizons, risk tolerance and liquidity needs and documents those guidelines in a written Investment Policy Statement that guides investment decisions. It uses both fundamental and technical analysis with a macro-to-micro approach, evaluates opportunities in both public and private markets, and does not trade without client approval (it does not exercise discretionary trading authority). Distinctive features include an explicit willingness to consider private market allocations (private equity, private debt, infrastructure and indirect real estate) for individual clients despite the firm’s start-up scale, and an expressed prohibition on receiving commissions, performance-based fees or soft-dollar research arrangements. The principal is academically trained in economics and holds the Series 65 license, maintains outside employment in shipping services, and plans daily monitoring with quarterly written summaries for managed accounts.

To learn more about the advisors currently working at Affinity Asset Management, 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.