Using a combination of the latest technology as well as partnering with the world’s best in class money-managers, we regularly monitor your portfolio to ensure you are taken care of. Your investment strategies, risk tolerances, and goals will change over time, and we will work with you to continuously monitor the portfolio in order to achieve the best outcomes possible.
Did you know?
The Affinity group does not internally manage or hold custody of any of our clients' investments. Our clients take comfort in knowing that the same firms that handle Fortune 500 companies will be managing their plans through our integrated process.