Investment Management
- The core of a successful financial strategy
- The core of Affinity’s services and the only one, for which, we are compensated
- Securities we use – mutual & exchange traded funds, annuities, structured products
- Account types we manage
- trust
- joint
- individual
- UTMA
- IRA
- Roth IRA
- 401k
- 403b
- education savings (IRA)
- college 529 plans
- annuities
- donor advised fund (DAF)
- other
- For more details read our Investment Brochure & Disclosure Document (ADV II)
- Back to Our Services - Overview
