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Our Investment Philosophy

A Proprietary Investment Model


Our investment strategy is proprietary. And it has stood the test of time. This strategy has been key to our client's success. In fact, for several consecutive years, Affinity Wealth Management has been recognized by the prestigeous Bloomberg Wealth Manager Magazine as one of the top wealth managers in the nation. What's more, the Better Business Bureau of Delaware awarded us with the Torch Award for high marketplace ethics. AWM's approach to market analysis is disciplined, focused, and relentlessly thorough. Our goal is to deliver equity-like returns with less risk than you would otherwise be able to achieve. Capital preservation is implicit in our investment approach. Based on asset allocation, it allows us to distribute your investments among the major asset classes, while reducing your exposure to extreme highs and lows in performance. And although AWM has impressive market performance, our focus is on helping you preserve capital, while decreasing investment risk.