Affinity Asset Advisors Fund I

Affinity Asset Advisors

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Status

ACTIVE

Global HQ

Miami, United States

Countries of investment

United States
Brazil
Mexico
Colombia

Investment stages

Series A

Industries

Enterprise Software
Healthcare

About
Affinity Asset Advisors is an independent, fee-only wealth management firm dedicated to helping clients achieve their financial goals. They provide objective advice, personalized service, and a disciplined investment approach across services like investment management, financial planning, and retirement planning.

Min check size: $10M
Max check size: $50M
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Investment Thesis

Affinity Asset Advisors is an independent, fee-only wealth management firm employing a long-term, disciplined investment approach. They construct diversified portfolios for clients using a mix of individual stocks, bonds, and exchange-traded funds (ETFs) based on fundamental analysis. Their strategy is not focused on venture capital stages or sectors, but rather on personalized financial planning and wealth management tailored to individual client goals and risk tolerance.

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Manager's Experience

The managing partners, Michael Roffman and Jonathan Epstein, co-founded the firm after holding senior roles at U.S. Trust Company, where they each managed over $1 billion in assets. Their backgrounds are in traditional investment management and investment banking, with prior experience at firms including Goldman, Sachs & Co. and The First Boston Corporation. The team's expertise lies in long-term, value-oriented investment approaches and managing diversified portfolios for institutional and high-net-worth clients.