What types of portfolios does AFA manage?
We provide both a LifeStyle Series and a Focused Series. The LifeStyle Series is primarily for persons who desire AFA to manage the majority of their investable assets. This style of investing is needs-based and allows you to benefit from having the manager make the asset allocation decisions. Typically, AFA delivers a Financial and/or Investment Plan prior to the asset management phase. Portfolios within LifeStyle Series include Aggressive Growth, Growth, Growth & Income, and Income. The Focused Series is primarily for persons or institutions that prefer to have AFA manage a specific asset class within their portfolio. AFA will deliver an Investment Plan prior to the asset management phase. Currently, we have the ability to manage large capitalization equity and fixed income portfolios.
