Advisory Service
Here's what to expect if you're considering allocating some capital.
How advisory works
Afflint manages client portfolios as separately managed accounts. You retain custody of your assets at a third-party custodian. Afflint manages the portfolio under a discretionary investment management agreement - meaning we make day-to-day decisions within the parameters we've agreed to together.
At the start of the engagement, we work with you to design an investment policy statement that reflects your goals, time horizon, and risk tolerance. We then manage your portfolio to this policy.
The philosophy page discusses our approach to investing.
Trying before committing capital
If you would like to experience how Afflint thinks before committing capital, try our research track.
Get in touch
You've been thinking about it.
Tell us where you are. Let's see if we can help.