Affinity Investment Advisors, LLC

General Information

Company Name

Founded Year

1992

Location (Offices)

Newport Beach, United States +1

Founders / Decision Makers

Number of Employees

Industries

Financial Services, Wealth Management

Funding Stage

Social Media

Affinity Investment Advisors, LLC - Company Profile

Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA. Founded in 1992, the company's ethos is encapsulated in the slogan "Integrity. Discipline. Partnership." Affinity's clients include a diverse mix of institutional and retail investors, whom they serve through advisory relationships with nationally recognized firms.

The firm's success is underpinned by a pragmatic disciplined investment approach, driven by a passion to be their clients’ most trusted equity investment manager. They offer a diverse product suite that focuses on maximizing financial returns for long-term investors, within the Financial Services and Wealth Management industries.

Affinity's investment philosophy is centered around prioritizing earnings and valuation, and clients benefit from the expertise of a portfolio management team with decades of experience in managing investment assets for both institutional and retail investors.

While specific details about their latest investment and investors are not available, Affinity Investment Advisors, LLC continues to distinguish itself as a formidable player in the investment advisory space, nurturing a commitment to integrity, discipline, and partnership.

Taxonomy: investment advisory firm, equity investment manager, boutique firm, portfolio management, financial returns, disciplined investment approach, partnership, institutional investors, retail investors, diverse product suite, Newport Beach, long-term investor, collaborative team, experienced professionals, advisory relationships