Portfolio Management

Stay a step ahead and work towards your financial goals.

Our Investment is in Your Success

Whether you are developing an initial investment plan, or have a current plan in place, Affinity Investment Services can help you develop your strategy and create a customized portfolio based on your objectives and risk tolerance.

Contact an Affinity Financial Advisor

Comprehensive Strategies

With all of the investment products available in today's marketplace, making choices may seem overwhelming to many investors.

Your Financial Advisor serves as a skilled guide and helps you make informed decisions. We offer access to a full array of investment choices from the nation's leading mutual fund complexes, insurance companies and institutional money managers. Our wide selection of products includes:

  • Mutual Funds and Exchange-Traded Funds
  • Unit Investment Trusts
  • Fixed and Variable Annuities
  • Stocks
  • Bonds
  • Managed Accounts
  • Life Insurance
  • Long Term Care Insurance

Regular account reviews with your Financial Advisor will let you know how your portfolio is performing, and whether your investments are still consistent with your long and short-term financial goals.

Contact an Affinity Financial Advisor

1Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA Insured - Not Credit Union Guaranteed - May Lose Value. Affinity Federal Credit Union and Affinity Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL Financial does not provide tax or legal advice.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.