Does Your Advisor Know You?
How old are your kids? Where’s your next vacation? When is your anniversary? Connecting with AFAM Capital means having conversations that enable us to get to know you as an individual. To work toward your goals most effectively, we need to understand you. Only then can we offer the personal service that makes AFAM Capital unique.
Not everyone is the right fit for AFAM Capital. Historically, we’ve worked exclusively with private clients investing $500,000 to multi-millions. This has allowed us to give you and your investments the attention they deserve. Then we match your needs with different portfolio strategies that have been created and tested by our Investment Teams. You’ve worked hard. You’ll find our team ready to deliver the service you’ve earned.
In 2015 we added another level of service, catering to those with a minimum investment of $100,000. You get access to several of the portfolio strategies that our private clients utilize, but with a lower minimum.
You’ve worked hard and have earned premium service to accompany time-tested investment strategies. When you are ready, contact us and we will get to know you.
Please note that your answers shall be used to provide relevant information about our firm and the services we provide. It is not intended to be investment advice, a pre-cursor to investment advice, and shall not be utilized in the event that you decide to initiate services with AFAM Capital, Inc. or any division or product thereof.
Past performance is not indicative of future returns, and AFAM does not represent that either the company or its products guarantee a positive outcome with respect to the statements above.