Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA. Driven by a passion to be our clients’ most trusted equity investment manager, the company offers a diverse product suite focused on maximizing financial returns for the long-term investor. Affinity’s client base is a mix of institutional and retail, and the firm serves its retail clients through advisory relationships with nationally recognized firms. Affinity’s success is based on a pragmatic disciplined investment approach where earnings and valuation matter. Clients gain from an experienced and collaborative collection of individuals who comprise a portfolio management team with decades of experience managing the investment assets for a diverse slate of institutional and retail investors.
Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA. Driven by a passion to be our clients’ most trusted equity investment manager, the company offers a diverse product suite focused on maximizing financial returns for the long-term investor. Affinity’s client base is a mix of institutional and retail, and the firm serves its retail clients through advisory relationships with nationally recognized firms. Affinity’s success is based on a pragmatic disciplined investment approach where earnings and valuation matter. Clients gain from an experienced and collaborative collection of individuals who comprise a portfolio management team with decades of experience managing the investment assets for a diverse slate of institutional and retail investors.
Company Information
- Industry
- Investment Management
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 4041 Macarthur Blvd CA Newport Beach
- City
- Region
- Postal Code
- 92660
- Country
- United States
