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Investment Planning

The heart of our practice is dedicated to carefully constructing and managing investment portfolios. With access to a variety of money managers, we utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies for our clients.

At AFN, we believe sound investment management begins with a proven process, not just a product. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to gain a deep appreciation for every aspect of your situation. As markets shift and your personal needs change, our customized strategies are built to evolve.

In an effort to defend your wealth, we employ tax-advantaged strategies and alternative investment strategies that complement your foundation of core stock and bond portfolios.