Affinity Investment Group, LLC

Overview

Affinity Investment Group, LLC is a private investment firm based in Exeter, New Hampshire, focusing on early-stage technology companies. The firm offers a range of services, including investment and portfolio design, estate planning, tax planning, and retirement distribution strategies. Their approach emphasizes understanding clients' goals to develop tailored financial plans that ensure long-term security and legacy preservation. The firm's investment strategy targets various stages of company development, from seed funding to pre-IPO investments, with a minimum investment size of $250,000 and a maximum of $2 million. Affinity Investment Group primarily invests in the United States, with a particular emphasis on the technology sector, but also considers opportunities in healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, retail, transportation, education, manufacturing, agriculture, hospitality, and construction. Founded in 1998 by Gregory B. Gagne, who serves as the sole owner, managing member, and chief compliance officer, Affinity Investment Group is registered with the Securities and Exchange Commission as an investment adviser. The firm is committed to providing personalized financial planning and investment management services, aiming to be a trusted advisor for its clients by delivering superior long-term performance and client service excellence.