Partners in Systematic Investing since 1992

City Center

About Us

Founded in 1992, Affinity Investment Advisors, LLC is an independently owned, registered investment advisor based in Newport Beach, California. Affinity utilizes a time-tested investment approach which is repeatable and scalable. Since our founding, our focus has been exclusively on the publicly traded equity markets. We have consistently applied our systematic process to a variety of equity strategies.

Our Vision

To be the absolute best investment management firm as viewed by our clients, employees, and all stakeholders.

Our Mission

To be our clients’ most trusted equity investment manager earned through superior long-term performance, client service excellence, and a firm-wide commitment to integrity and collaboration.

Our Values

Trust is earned by acting ethically, respecting each other, communicating transparently, responding quickly, holding oneself accountable in the pursuit of excellence.

Our Team

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Alex Hsiao

COO, Sr. Director Client Engagement

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Rick Kawamoto

Head Trader

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Joshua Katz, CFA

CCO, Manager of Investment Operations

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Karina Rodman

Director, HR & Business Operations

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Iman Movahed

Sr. Portfolio Manager and 

Co-Director of Research

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Michael A. Petrino

Sr. Portfolio Manager

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Steven L. Spare, CFA

Sr. Director, Relationship Management

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Gregory R. Lai, CFA

Lead Portfolio Manager

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David H. Sugimoto, CFA

Sr. Portfolio Manager

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Gaylord B. Lyman, CFA

Sr. Portfolio Manager

Investment Strategies

Affinity currently offers investors U.S. equity strategies spanning the market capitalization range, as well as international and global equity. Clients gain from an experienced and collaborative collection of individuals with decades of experience managing the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients.

Affinity Blog