AFFINITY WEALTH Overview
Affinity Wealth Management is an investment advisor that manages 326 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/17. The fund's latest filing disclosed 147MM in positions, representing 45% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/17. The fund's latest filing disclosed 147MM in positions, representing 45% of the manager's regulatory AUM.
AFFINITY WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AFFINITY WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
AFFINITY WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Donald J. Kalil | President And Ceo | May-2007 |
| Victoria M. Alexitch | Chief Operating Officer And Chief Compliance Officer | August-2005 |
| James E. Hall | Vice-President | July-2011 |
| Brendan J. Mcpoyle | Shareholder | September-2012 |
AFFINITY WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
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AFFINITY WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We measure the value added of an ETF or Mutual Fund by looking at economic and financial factors (including the overall economy, industry conditions, and management of the mutual fund itself) to determine if the investment meets our criteria. Factors such as performance compared to peers, performance compared to the standard index, performance compared to the S&P 500, managerial experience and cost to the overall portfolio. Affinity Wealth Management gathers and utilizes research information from a variety of sources including: Morningstar Advisor Work Station, Wright Investor Services, Schwab and TD Ameritrade, Internet,
local University Libraries.
11
Affinity Wealth Management's Investment Committee meets on a monthly ...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We measure the value added of an ETF or Mutual Fund by looking at economic and financial factors (including the overall economy, industry conditions, and management of the mutual fund itself) to determine if the investment meets our criteria. Factors such as performance compared to peers, performance compared to the standard index, performance compared to the S&P 500, managerial experience and cost to the overall portfolio. Affinity Wealth Management gathers and utilizes research information from a variety of sources including: Morningstar Advisor Work Station, Wright Investor Services, Schwab and TD Ameritrade, Internet,
local University Libraries.
11
Affinity Wealth Management's Investment Committee meets on a monthly ...
Unlock Full Investment Process Description
AFFINITY WEALTH Portfolio Concentration
AFFINITY WEALTH Location
1702 LOVERING AVENUE
WILMINGTON, Delaware
UNITED STATES, 19806
WILMINGTON, Delaware
UNITED STATES, 19806
AFFINITY WEALTH Contact Information
Phone Number: 302-652-6767
Fax Number: 302-295-9954
Website: http://www.affinitywealth.com
Fax Number: 302-295-9954
Website: http://www.affinitywealth.com
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