Affinity Investment Group, LLC

Affinity Investment Group, LLC is a SEC-registered investment adviser founded in 1998 by Gregory B. Gagne. The firm offers personalized financial planning and investment management services, including cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Affinity manages advisory accounts on a discretionary or non-discretionary basis, with clients maintaining asset control. The firm primarily utilizes a strategic asset allocation approach, combining passively-managed index and/or exchange-traded funds with actively-managed funds. Affinity charges fees based on a percentage of assets under management, with a minimum initial investment of $250,000. The firm does not engage in performance-based fees or side-by-side management. Affinity does not vote proxies on behalf of clients and does not accept discretionary authority for managing client accounts. The firm does not have any financial conditions that would impair its ability to meet contractual obligations. For more information, clients can contact Gregory Gagne, the Chief Compliance Officer.