How Does AFFIRMATIVE INVESTMENT MANAGEMENT PARTNERS LIMITED Help Clients – Key Takeaways:
AFFIRMATIVE INVESTMENT MANAGEMENT PARTNERS LIMITED is a trusted financial advisor that provides clients with a wide range of services to help them meet their financial goals. They are experienced experts in the field and offer personalized solutions to cater to the unique needs of each client. Below are key takeaways on how the advisor helps clients.
Facts and Insights
AFFIRMATIVE INVESTMENT MANAGEMENT PARTNERS LIMITED has been in the financial services industry for over 10 years, providing clients with top-notch investment management and financial planning services. The team at AFFIRMATIVE INVESTMENT MANAGEMENT PARTNERS LIMITED has a wealth of industry knowledge and expertise, allowing them to offer insightful and personalized advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management | Number of Advisors | Time in Business |
---|---|---|
$500 million | 8 | 10+ years |
Financial Services Offered
- Investment Management
- Financial Planning
- Estate Planning
- Tax Planning
- Retirement Planning
Client Types
AFFIRMATIVE INVESTMENT MANAGEMENT PARTNERS LIMITED offers their services to a wide range of clients, including individuals, families, and small businesses. They work with clients of all ages and at various stages in their financial journey.
Fees & Compensation
As a fee-only advisor, AFFIRMATIVE INVESTMENT MANAGEMENT PARTNERS LIMITED charges a percentage of assets under management as their fee for services. This ensures that their interests are aligned with those of their clients, as they do not earn commission or receive compensation from third parties for recommending certain products or services.
Background
The team at AFFIRMATIVE INVESTMENT MANAGEMENT PARTNERS LIMITED is composed of highly experienced and educated professionals who are dedicated to providing top-quality financial advice to their clients. They hold various certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), demonstrating their commitment to continuous learning and staying updated on industry trends.
Financial Advisor Disclosures to Know
As a registered investment advisor, AFFIRMATIVE INVESTMENT MANAGEMENT PARTNERS LIMITED is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with financial institutions or the recommendation of specific products. The advisor also has a legal obligation to act in the best interests of their clients and maintain a fiduciary duty.