Affinity’s long-earned history of success is based on a pragmatic and disciplined investment approach where earnings and valuation matter. 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 retirement accounts, public retirement plans, Taft-Hartley accounts, endowments and foundations, and retail separate accounts.
Our goal is to deliver consistent excess returns through favorable stock selection. Our strategy addresses both risk and return. Our track record demonstrates that we can. Much of the team has been collaborating since the firm's inception, bringing a time-tested depth of talent to our clients' advantage.