Affinity Wealth Management Celebrates 40 Year Milestone
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Affinity Wealth Management is proud to celebrate their 40th anniversary in 2014. Since 1974, the firm has helped successful individuals and their businesses achieve their financial goals, and realize their full potential.
Affinity Wealth Management was founded by Dr.
The firm, then known as CompuVal, experienced rapid growth in the 1980’s and
Affinity was able to successfully reengineer its focus to portfolio building and financial planning, while transforming the company from a simple stock picker into a powerful wealth advisory firm. The shift was prompted the challenges facing value investing as internet technology companies dominated stock returns and “growth” investing surged ahead of value investing. The shift to portfolio and planning advice followed for the firm with the renaming to Affinity Wealth Management.
“The 1970’s and 80’s were a great proving ground for us, but I think we really became who we are today in the 90’s,” said
In the early 90’s the firm located to
While the firm transitioned to portfolio building, Dr. Kalil recognized the coming 2001 market peak would lead to a major decline.
This success in down markets and a series of Five Star service awards for client satisfaction have sparked renewed growth in clients and assets at Affinity.
At a gala in February, Dr. Kalil will be recognized for a Lifetime of Investment Achievement and the
“My father has built a wonderful legacy for himself here at Affinity,” said
About Affinity Wealth Management
Affinity Wealth Management is a privately held Financial Planning firm that has been helping successful individuals, their families and businesses achieve their financial goals for nearly 40 years. Founded by Dr.
(302) 652-6767
invest(at)affinitywealth(dot)com
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