Multi-Asset
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
Differentiators
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
consultative
bespoke
collaborative
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
Meet our Team
Gregory Lai
Co-Investment Team Leader
Alex Hsiao
Tianyue "Fiona" Zhang
Co-Investment Team Leader
Associate Portfolio Manager
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.