40 Year Anniversary


They say the 40th is the Ruby Anniversary. And while ours isn’t a wedding anniversary, four decades of commitment to our clients and our principles is something to celebrate.

Ruby – A Stone of Kings

The lore of rubies is ancient and rich. Emperor Kublai Khan once offered an entire city in exchange for a sizable ruby. Rubies have bejeweled crowns and royalty for centuries because of their value and esteem. Ruby symbolism associates the gem with qualities of passion, protection and prosperity. 1, 2

Passion, Protection, Prosperity

AFAM Capital identifies strongly with these purported qualities of rubies. In 1977, Al Frank’s passion for value investing began our story. Over the next four decades, Al Frank’s value strategy has been fundamental to our goal of protecting and growing wealth.

Because we are relentless bargain hunters at our core, whether we’re buying socks or stocks, we remain focused on the growth of our clients’ portfolios, and optimally, their prosperity. And we’ve always done it with the personal touch that makes us different. We know our clients by name, not number, and those who have entrusted us with their hard-earned dollars have access to key decision makers.

Thank you for taking a moment to help us celebrate our 40th anniversary. May you be gifted with passion, protection and prosperity throughout 2017.

 

Hear about our passion directly from John

What gets him up in the morning? What does he think about investing?

1https://www.gemsociety.org/article/history-legend-rubies-gems-yore/

2https://www.crystalvaults.com/crystal-encyclopedia/ruby

Performance and characteristics of AFAM portfolios and individual securities are subject to risks and uncertainties. No guarantee of investment performance is being provided and no inference to the contrary should be made. There is a risk of loss from an investment in securities.

087-AFAM-3/7/2017

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