Affinity Investment Advisors (Affinity) is a US investment management firm located in Newport Beach, California. As an SEC-registered investment advisor, Affinity provides portfolio management and investment advisory services to high-net-worth individuals and institutional clients. With expertise across various asset classes, Affinity aims to help clients achieve their investment goals through customized portfolio solutions. Their investment approach focuses on risk management, capital preservation, and steady growth. This article will provide an in-depth look at Affinity Investment Advisors, including its background, services, investment philosophy and more.
Background of affinity investment advisors
Affinity Investment Advisors was founded in 2016 and has been steadily growing its assets under management over the past few years. The firm is based in Newport Beach, Orange County and currently oversees approximately $850 million in client assets. Affinity’s clients include high-net-worth individuals, family offices, trusts, pensions, endowments and other institutions seeking customized investment solutions.
Services and investment expertise
Affinity Investment Advisors provides a range of advisory services including portfolio management, financial planning, manager selection and monitoring, and other customized solutions tailored to clients’ needs. The firm has particular expertise in fixed income, public and private equity, real assets, hedge funds and alternative investments.
Investment approach and philosophy
Affinity employs a long-term, risk-focused approach aiming to preserve capital while still targeting consistent growth over full market cycles. Their investment process involves assessing clients’ financial situations, risk preferences and goals in order to construct well-diversified, customized portfolios. Affinity utilizes both quantitative analysis and qualitative judgment when evaluating investments, seeking to maximize risk-adjusted returns.
Recent developments and future outlook
As a relatively young firm in a competitive industry, Affinity Investment Advisors is still looking to expand its client base and grow assets under management. However, their steady expansion so far combined with a prudent investment approach focused on customized solutions could help Affinity gain traction in the investment advisory space going forward.
In summary, Affinity Investment Advisors is a Newport Beach-based investment management firm overseeing $850 million in client assets. With an emphasis on risk management and capital preservation, Affinity employs customized investment solutions to help high-net-worth and institutional investors achieve their long-term financial goals.