AF Capital Management is an independent Registered Investment Advisor headquartered in Sandy Springs, Georgia. We believe investment advice should be catered to each individual client's needs on a fee-only basis, free from conflict or influences that do not put client's best interest first. Investment choices have evolved over the decades and investors are no longer limited to expensive mutual funds that do not meet their specific needs.
We discuss individual goals with our clients and create tailored portfolios with lower cost investment choices that match each client's risk tolerance levels. We provide customized advice to meet your individual needs and goals whether you are just beginning to save for retirement, planning a career change or close to retiring.
We discuss individual goals with our clients and create tailored portfolios with lower cost investment choices that match each client's risk tolerance levels. We provide customized advice to meet your individual needs and goals whether you are just beginning to save for retirement, planning a career change or close to retiring.
Services
Q. Are you a fiduciary? A. Yes, we are legally required to put our clients' interests first. Brokers and insurance salespeople are generally not fiduciaries since their obligation is to their firm. Q. Do you get commissions from the products you recommend? A. No, AF Capital Management is a fee-only advisor.
Uses a "buy and hold" approach with semi-annual asset allocation rebalancing in an attempt to mirror index returns per weighted strategic asset allocation. Majority of account in "buy and hold" positions with less than 50% of account actively managed in any given month. Majority of account actively managed with less than 50% of account in "buy and hold" positions.
Reviews
Be the first to review Af Capital Management.
Write a Review
