AFFINITY INVESTMENT ADVISORS
Affinity Investment Advisors provides investment strategies, mutual funds, and retirement planning services.
AFFINITY INVESTMENT ADVISORS
Social Links:
Industry:
Advice Consulting Financial Services Real Estate Investment Wealth Management
Founded:
1992-01-01
Address:
Newport Beach, California, United States
Country:
United States
Website Url:
http://www.affinityinvestment.com
Total Employee:
11+
Status:
Active
Contact:
+1-949-660-6373
Technology used in webpage:
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Official Site Inspections
http://www.affinityinvestment.com
- Host name: 147.62.236.23.bc.googleusercontent.com
- IP address: 23.236.62.147
- Location: Mountain View United States
- Latitude: 37.4043
- Longitude: -122.0748
- Metro Code: 807
- Timezone: America/Los_Angeles
- Postal: 94043
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Affinity utilizes a quantitative model that seeks to objectively identify stocks with the greatest expected outperformance. The model favors attractively valued stocks with improving …See details»
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Jul 1, 1992 The Large Cap Core Equity strategy seeks to outperform the broad large cap market as measured by the S&P 500 Index. The objective is to grow capital by investing in companies that exhibit undervaluation and improving …See details»
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Denise serves as Affinity Investment Group, LLC' s Chief Operations Officer. S he is responsible with overseeing the day-to-day administrative and operational functions at Affinity. She has a degree in Business Administration and brings a …See details»
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Oct 16, 2024 Affinity Investment Advisors, registered in 1992, serves 2 state(s) with a licensed staff of 2 advisors. Affinity Investment Advisors manages $938.1 million and provides …See details»
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Affinity - Asset Management Company - Morningstar
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Gregory R. Lai, CFA | Affinity Investment Advisors, LLC
Jan 1, 2025 Greg is a Principal and Lead Portfolio Manager for Affinity Investment Advisors, LLC. He works to maximize the investment team’s decades of experience to the benefit of all …See details»
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Our Team Our knowledgeable team of wealth experts provide a collaborative and professional approach to managing your investment plan, helping you navigate financial complexities and …See details»
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FIRM UPDATE: January 1, 2025 Affinity Investment Advisors is now part of Rayliant Global Advisors. Read the media release by following the link below.See details»
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Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow. "Adam Struck. Founder and Managing …See details»
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