Who we are 

• a Registered Investment Advisor (RIA) 
• established in 2005 
• an RIA - 
  • held to the fiduciary standard – a high level of responsibility to clients 
  • fee based and independent 
  • that has developed a highly personal approach 

Our name and Logo

They were chosen carefully & thoughtfully 

• “Affinity” 
  • is defined as “a close resemblance or connection” 
  • the name conveys the kind of relationship we want to have with our clients – close 
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• The lighthouse 
  • represents the core of our investment strategy - technical analysis 
  • similar to how a lighthouse provides light in guiding ships to shore, technical analysis sheds light on the likely direction of investments 
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• technical analysis
  • relies on price-based statistics 
  • is helpful in determining the likely direction of investments 
  • in a complex world, it helps to simplify investment decisions 
  • AFA believes it is the simplest, most efficient and effective way 
    • to make decisions on which investments to hold at any given time 
    • simple, efficient, effective (S.E.E.) 
      • name we’ve given this investment approach 
  • AFA believes investing with it is like having a light to shine when it’s dark