Products & Services
Products & Services
Affinity Wealth Management Group’s open architecture platform provides our clients with thousands of commission, fee-based, cash and money market products manufactured and designed by hundreds of third-party product sponsors. This wide array of products makes AWMG more nimble and better able to preserve choice, which allows our team members to pursue both a fee-based service model as well as a commission based brokerage model (or a combination of the two), depending what is appropriate for our client(s). While other firms are abandoning the brokerage model, we are strengthening it. We are committed to providing robust, client-centric solutions so that we may always offer the most appropriate and prudent recommendations to our clients.
Product types include:
Investment Products:
Stocks
Mutual Funds
Offshore Mutual Funds
Non-traded closed end/interval funds
Corporate Bonds
Municipal Bonds
CD’s
Money Market
Exchange Traded Funds (ETF’s)
Unit Investment Trusts (UIT’s)
Non-traded real estate investment trusts (REIT’s)
Non-traded business development companies (BDC’s)
Real Estate Private Placement
Private Equity
Exchange Funds
Fund-of-Funds
Fund-of-Hedge-Funds
Managed Futures (single and multi-manager)
Offshore investment plans
Structured Product Providers
Contact us today for a conversation about your advanced planning needs.
Contact UsFor more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
derek.podolak@lpl.com | 724-754-8200