Why AFC

Established and Proven – AFC Asset Management Services Inc. has a 24 year history of success rendering financial advice, investment management and financial planning services.

Bottom Line Performance – Our investment strategy, the Dynamic Asset Allocation (DAA) program, has significantly outperformed the S&P 500, Dow Jones and NASDAQ stock market indices through the most recent 1, 5 and 10 year periods*. (Follow this link to view our impressive performance history)

Our Unique Investment Strategy - The Dynamic Asset Allocation (DAA) program aims to produce positive returns during bull and bear markets. DAA was launched in 1997 and continues to provide exceptional long-term performance through bull and bear markets. (Follow this link for additional information about our Dynamic Asset Allocation program)

Risk-Averse Approach - Our risk-averse investment philosophy is demonstrated by our record of capital preservation through the 2000 and 2007 severe bear market cycles. AFC manages investment portfolios according to your risk tolerance; selecting investments that we feel offer the best possible return while maintaining the appropriate level of risk for your financial situation.

Investments for Bull and Bear Markets – AFC selects from a wide universe of mutual funds and ETFs that allow us to align portfolios to increase in value when the market goes up, or when it goes down. Our ability to utilize investments that appreciate in bear market conditions resulted in outstanding performance through the two severe bear markets since DAA’s inception.

Active Portfolio Management – We continually monitor and manage the Dynamic Asset Allocation portfolios. If DAA indicators change that could result in increased risk to your portfolio, we are prepared to take action.

Fiduciary Code - Your Best Interests are Our Duty - As a Registered Investment Advisor, we are bound as your fiduciary to provide investment advice solely in your best interests. This is a key distinction from other financial services firms such as broker-dealers, who do not have a fiduciary responsibility to their clients.

Independent Decision Making – We are free from influence in choosing investments for our portfolios. Our interests are aligned with yours.