HISTORY

*Click the events below with an Affinity logo to read more.

Present Day
  • 12 Aug 2015

  • 17 Aug 2015

    $1.4B AUM

    March 31, 2015

  • 17 Aug 2015

  • 17 Aug 2015

    Int’l Team Announced

    October 1, 2014

  • 17 Aug 2015

    New Advisory Board Announced

    February 28, 2014

  • 17 Aug 2015

    $1B AUM

    March 31, 2012

  • 17 Aug 2015

  • 17 Aug 2015

    Invesco acquires Van Kampen and MS assests

    June 1, 2010

  • 17 Aug 2015

    $5B in Affinity team assets reached at Morgan

    May 31, 2008

  • 17 Aug 2015

  • 17 Aug 2015

    Launch of Forward/Affinity Large Cap Mutual Fund

    October 31, 2006

  • 17 Aug 2015

  • 17 Aug 2015

    $100MM AUM

    March 31, 2005

  • 17 Aug 2015

    First Emerging Manager account

    February 1, 2004

  • 17 Aug 2015

    New Board of Advisors – Capital Raise Closed

    December 31, 2002

  • 17 Aug 2015

    First Merrill platform account

    December 16, 2002

  • 17 Aug 2015

    New Business Plan – Capital Raise

    December 31, 2001

  • 17 Aug 2015

    First Wells Fargo Platform account

    July 15, 1997

  • 17 Aug 2015

    Sub-Advisory Agreement with Garzarelli Funds

    March 31, 1997

  • 17 Aug 2015

    First Morgan Stanley platform account

    January 20, 1993

  • 17 Aug 2015

    Launch of Firm

    June 30, 1992