Portfolio Management: Affinity Investment Services

  • Home
  • Investing
  • Portfolio Management

Our Investment is in Your Success

Whether you are developing an initial investment plan, or have a current plan in place, Affinity Investment Services can help you develop your strategy and create a customized portfolio based on your objectives and risk tolerance.

Contact an Affinity Financial Advisor

Comprehensive Solutions

With all of the investment products available in today's marketplace, making choices may seem overwhelming to many investors.

Your Financial Advisor serves as a skilled guide and helps you make informed decisions. We offer access to a full array of investment choices from the nation's leading mutual fund complexes, insurance companies and institutional money managers. Our wide selection of products includes:

  • Mutual Funds and Exchange-Traded Funds
  • Unit Investment Trusts
  • Fixed and Variable Annuities
  • Stocks
  • Bonds
  • Managed Accounts
  • Life Insurance
  • Long Term Care Insurance

Regular account reviews with your Financial Advisor will let you know how your portfolio is performing, and whether your investments are still consistent with your long and short-term financial goals.

Contact an Affinity Financial Advisor