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Actively Managed Stock Accounts

Everyone deserves the ‘AFFLUENT’ treatment

The Affinity Group believes that everyone deserves to be treated like an influent investor. The Affinity Group offers actively managed stock portfolios. We work with each individual client to determine their risk tolerance, their goals for the money and the appropriate amount of their overall portfolio that will be allocated in our managed stock accounts. We offer six portfolio strategies. Our weekly traded portfolios are based on growth, value and momentum models, and our quarterly traded portfolio is a dividend-based model.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.


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At The Affinity Group, we offer you the following services: