Shouldn't Your Money Work As Hard As You Do?
Whether you are just getting started planning for your retirement, or you are looking to generate income in retirement.
Our portfolios are designed to be consistent with clients’ investment objectives and risk tolerances, helping you reach your financial goals.
SERVICES
Affinity Wealth Resources offers investment supervisory services on a non-discretionary basis to residents of the state of Utah. Each individualized portfolio is designed to be consistent with clients’ investment objectives and risk tolerances. AWR creates an investment plan and advises a Client’s portfolio by seeking to identify:
Optimal asset classes in which to invest,
The most appropriate time to rebalance the Client’s portfolio to maintain intended risk tolerance and optimal return for the Client’s risk level,
The ideal mix of asset classes based on the Client’s specific risk tolerance
The most efficient ETFs or other investments to represent each of those asset classes,
For taxable non-retirement accounts, the use of tax-efficient management at the appropriate times in a way that maintains the optimal risk and return profile.
Responsible investing for responsible investors
OUR ADDRESS
For any general inquiries, please fill in the following contact form:
