Joshua CFA
Chief Compliance Officer & Manager of Investment Operations at Affinity Investment Advisors - Newport Beach, CA, US
Joshua CFA's Colleagues at Affinity Investment Advisors
Joshua CFA's Contact Details
949-660-6373
Affinity Investment Advisors
Joshua CFA's Company Details
Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA. Driven by a passion to be our clients' most trusted equity investment manager, the company offers a diverse product suite focused on maximizing financial returns for the long-term investor. Affinity's client base is a mix of institutional and retail, and the firm serves its retail clients through advisory relationships with nationally recognized firms. Affinity's success is based on a pragmatic disciplined investment approach where earnings and valuation matter. Clients gain from an experienced and collaborative collection of individuals who comprise a portfolio management team with decades of experience managing the investment assets for a diverse slate of institutional and retail investors.