Portfolio Management

Group Benefits

  • We build our investment portfolios individually and tailored to fit your specific goals. Our clients have come to enjoy the lasting relationships that we build with them and their families as we created customized financial plans.
  • First and foremost, AFS primary investment goal is to protect your assets. We utilize strategic investment concepts to protect your portfolio.
  • We adopt an investment strategy that seeks to combine tenets of both growth investing and value investing. We seek investments that reflect consistent growth above the broad market and are offered at reasonable prices.
  • We have built our firm and based our reputation based upon the value of the service that we provide our clients. AFS provides superior client service that is both personalized and timely.