Founded in 1992, Affinity Investment Advisors, LLC is an independently owned, registered investment advisor based in Newport Beach, California. Affinity utilizes a time-tested investment approach which is repeatable and scalable. Since our founding, our focus has been exclusively on the publicly traded equity markets.
We have consistently applied our systematic process to a variety of equity strategies. To be the absolute best investment management firm as viewed by our clients, employees, and all stakeholders. To be our clients' most trusted equity investment manager earned through superior long-term performance, client service excellence, and a firm-wide commitment to integrity and collaboration.
We have consistently applied our systematic process to a variety of equity strategies. To be the absolute best investment management firm as viewed by our clients, employees, and all stakeholders. To be our clients' most trusted equity investment manager earned through superior long-term performance, client service excellence, and a firm-wide commitment to integrity and collaboration.
Services
Affinity currently offers investors U.S. equity strategies spanning the market capitalization range, as well as international and global equity.
Clients gain from an experienced and collaborative collection of individuals with decades of experience managing the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients.The Large Cap Core Equity strategy seeks to outperform the broad large cap market as measured by the S&P 500 Index.
Clients gain from an experienced and collaborative collection of individuals with decades of experience managing the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients.The Large Cap Core Equity strategy seeks to outperform the broad large cap market as measured by the S&P 500 Index.
Affinity's advisor solutions group is an insourced CIO team that offers "bespoke" investment solutions to wealth management firms, Registered Investment Advisors, and Independent Financial Advisors. What differentiates our approach is the emphasis on boutique managers across asset classes.
Gaining investment insight from those boutique firms that directly manage client assets is an important value proposition in Affinity's multi-asset management process, and we feel it is a benefit to those advisors who utilize these services.We're selective about the firms we work with and welcome the opportunity to develop a line of communication with you to explore mutual interests and philosophies.
Gaining investment insight from those boutique firms that directly manage client assets is an important value proposition in Affinity's multi-asset management process, and we feel it is a benefit to those advisors who utilize these services.We're selective about the firms we work with and welcome the opportunity to develop a line of communication with you to explore mutual interests and philosophies.
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