AFG Fiduciary Services Limited Partnership
Overview
AFG Fiduciary Services Limited Partnership is a Massachusetts-based SEC-registered investment advisor offering fiduciary advisory services to a diverse clientele. The firm provides investment advisory and related services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. Their services include establishing investment strategies, formulating strategic asset allocations tailored to each client's objectives, constructing risk-appropriate portfolios, and providing ongoing portfolio management. AFG Fiduciary Services Limited Partnership's advisory model emphasizes alignment with client objectives, time horizons, financial situations, and risk tolerances, primarily through discretionary management of diverse assets to serve high net worth and retail clients as well as select businesses and retirement accounts.
Investment Focus
- Accredited investors only
- Long-term investment horizon preferred
- Diversified portfolio approach
- Alignment with client's financial goals and risk tolerance
Portfolio Companies
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Frequently asked questions about AFG Fiduciary Services Limited Partnership
What sectors does AFG Fiduciary Services Limited Partnership invest in?
AFG Fiduciary Services Limited Partnership invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Massachusetts, United States. AFG Fiduciary Services Limited Partnership is listed as a institutional investor in the ConnectSafely investor database.
What stage does AFG Fiduciary Services Limited Partnership invest at?
AFG Fiduciary Services Limited Partnership backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does AFG Fiduciary Services Limited Partnership invest in?
AFG Fiduciary Services Limited Partnership invests across United States.
What companies has AFG Fiduciary Services Limited Partnership invested in?
AFG Fiduciary Services Limited Partnership's portfolio includes Amazon.com Inc., SPDR S&P 500 ETF Trust, iShares Trust, Invesco QQQ Trust, Xylem Inc., Vaneck ETF Trust, ProShares Trust and PGIM ETF Trust.
Last updated · Source: ConnectSafely investor database
