Advisor Solutions

Affinity's advisor solutions group is an insourced CIO team that offers "bespoke" investment solutions to wealth management firms, Registered Investment Advisors, and Independent Financial Advisors.


Provide access

to key decision makers



Provide access

to key decision makers

Offer a higher level

of customized service

Boutique managers

often outperform larger investment firms

Offer a higher level

of customized service

Boutique managers

often outperform larger investment firms

What differentiates our approach is the emphasis on boutique managers across asset classes.

Affinity constructs multi-asset portfolios using an open architecture framework.

Gaining investment insight from those boutique firms that directly manage client assets is an important value proposition in Affinity's multi-asset management process, and we feel it is a benefit to those advisors who utilize these services.

Multi-Asset Investment Process




Active strategic asset allocation

Balances a fundamental top-down market cycle overlay with complementary bottom-up fund selection

Systematic and disciplined portfolio construction

Dynamic approach to rebalancing with changing market cycles

Comprehensive risk management

to work with us?

Our team is passionate about serving advisors in growing their practices. Its all about the people.

We're selective about the firms we work with and welcome the opportunity to develop a line of communication with you to explore mutual interests and philosophies.

Meet our Team

Gregory Lai

Principal, CEO,

Lead Portfolio Manager

Alex Hsiao

Director of Multi-Asset Solutions

Craig von Peters

Director of Advisor Services

Other Advisor Services

Affinity has a partnership with a well-established external provider who offers cutting edge technology including CRM, back office and portfolio solutions, as well as, compliance, marketing assistance, onboarding and financial planning for independent advisors.

Our strategic partner's platform is custodial agnostic and can equip your practice for turnkey recruiting.