Who We Are - Our Firm

AFC Asset Management Services, Inc. (AFC) is a Registered Investment Advisor established in 1985.

AFC provides objective, personalized financial advice and investment management services through a unique strategy called the Dynamic Asset Allocation (DAA) program. The DAA program provides clients the opportunity to delegate decision-making with regard to specific investment allocations and investment vehicles. This innovative investment approach seeks to maximize returns by making timely portfolio changes within naturally occurring investment cycles (i.e., opportunities that arise in both "up" markets and "down" markets).

AFC is free to select from both traditional and non-traditional investment vehicles designed to protect and potentially grow a client's investments in an era of volatility and global transformation. AFC’s investment management fee structure is based on a percentage of assets, with no commissions.

By design, investment services from AFC are structured to be free from the influence and limitations of external entities such as brokerage firms. AFC clients receive advice and investment management services without the biases of a parent corporation, quotas, or sales commissions.

Clients in the Dynamic Asset Allocation program receive Quarterly Reports. These reports provide two important benefits:

• First, they detail the portfolio's current asset allocation.
• Second, the performance report is compliant with CFA Institute's GIPS standards.

Adhering to this highest of standards enables our clients to know precisely how their portfolio is performing relative to the major U.S. indices (Dow Jones Industrial Average, NASDAQ Composite and the S&P 500).

For investors seeking an established firm that is dedicated to achieving your financial goals, AFC is your solution. As fiduciaries, we are bound by our ethics and are compelled to put our clients’ best interests first.

In short, you can be assured that AFC will approach investing from a unique perspective - YOURS