Broker Check

Our Investment Philosophy

A Proprietary Investment Model


Our investment strategy is proprietary. Our strategies have stood the test of time where our clients have found success and where we seek to continue to achieve this success. Affinity'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 Affinity has impressive market performance, our focus is on helping you preserve capital, while decreasing investment risk.