We are well-equipped to serve clients who have responsibility for large pools of assets, such as foundations, endowments, hospitals, medical practices, and private and public retirement plans. We will develop a clear and disciplined investment process with a singular goal – helping organizations successfully fulfill their fiduciary obligations.
Our relationship with LPL Financial is a critical component of this service allowing clients access to objective investment products and a large, experienced research operation.
- Assistance with a written Investment Policy Statement (IPS).
- Investment of portfolio assets with regard to the risk/reward parameters defined in the Investment Policy Statement.
- Oversight and coordination of all money managers and service providers.
- Guidance to help avoid conflicts of interest and control expenses.
We charge an annual advisory fee based on account size.
LETTER FROM CO-FOUNDERS
We understand that who you choose to manage your money is a monumental decision and ultimately comes down to trust. Whether you’re looking ahead to retirement, have assets in need of oversight or are responsible for your organization’s accounts, the choice you make will have impact for years to come.
At Affinity Wealth Management, you can expect us to make your interests the priority in all areas of our service. Our independence is the key to your success. We have no corporate mandates to serve, and our only obligation is to pursue your goals. During the early years of our careers working for large investment firms, we began organizing neighborhood financial seminars for people in the midst of significant transitions in their lives. A light went off, and we both realized that focusing on educating and advocating for clients is a very satisfying and positive endeavor. We’re proud to have built our business on the principles of independence, honesty and open communication.
Please call us to discuss how our approach may benefit you.
Co-Founders and Managing Partners