Press Releases

Affinity Investment Advisors, LLC, an Irvine, Calif.- based leading independent investment advisor, announces the addition of Robert “Bob” Venable to its leadership team as Chief Operating Officer and Compliance Director, a newly created position at the firm. As Chief Operating Officer, Venable will be responsible for oversight and management of investment operations to ensure both…

Affinity Investment Advisors, an Irvine, Calif.- based leading independent investment advisor, announced the addition of Steven Spare as Director, Marketing & Business Development to lead revenue growth and increase distribution of Affinity’s investment strategies across institutional, broker-dealer, and RIA channels. Spare’s 20+ years of experience in the financial advisory business and positive attitude have provided…

Affinity Investment Advisors, LLC earns the Mid Cap Manager Of The Year award for it’s annual performance and overall management of its Mid Cap Equity strategy. Awards were given by Emerging Manager Monthly and finalists were selected using a quantitative screening process in conjunction with eVestment.

Gregory R. Lai, Principal and Lead Portfolio Manager, Affinity Investment Advisors, LLC has announced the addition of the following business leaders to its Board of Advisors: Gary Matus, member of RSR Partners’ Consumer Goods and Services Practice and Financial Services Practice;  Andrew J. Policano, Dean’s Leadership Circle Endowed Professor of Economics/Public Policy and Academic Director…

Affinity Investment Advisors, LLC, an Irvine, Calif.- based leading independent investment advisor, announced the addition of David H. Sugimoto, CFA and Erin Ksenak as Portfolio Managers with the responsibility of spearheading the launch and distribution of Affinity’s international & global products. David brings more than 30 years of experience in international investing including Senior Portfolio…

Prudential announces its choices for investment in large-cap investors, including Affinity Investment Advisors.

Affinity Investment Advisors, LLC gains third place ranking in Large Cap category in Emerging Managers Monthly Annual Emerging Manager Awards.

Gregory R. Lai, Principal and Lead Portfolio Manager, Affinity Investment Advisors, LLC has announced the appointment of Michael Berchtold to its Advisory Board. Berchtold is CEO of Berchtold Capital Partners, a boutique firm that provides strategic advisory services. Prior to that, he worked for Morgan Stanley from 1987 to 2007 in a variety of investment…

(December 6, 2010) Driven by the immense opportunities for independent firms, the core team that founded Affinity Investment Advisors in 1992 has now re-launched the firm under the Affinity brand as of November 1, 2010 to service institutional and retail clients. Affinity was first launched as an independent firm in 1992. It was acquired in…