Afinitiv LLC

Afinitiv LLC is a Nevada-based limited liability company established in 2019, operating as an SEC Registered Investment Advisor. The firm specializes in providing online automated investment advice, known as 'robo-advice,' utilizing Artificial Intelligence and algorithmic tools for investment allocations and asset selection. Afinitiv offers services to individuals, high net worth individuals, corporations, pooled investment vehicles, and pension and profit sharing plans in the US and globally. The firm charges annualized asset-based percentage fees ranging from 0.75% to 2.00%, depending on the client's jurisdiction. Clients' accounts are held at a qualified custodian, and trades are executed without prior client approval under investment discretion. Afinitiv does not provide legal, accounting, insurance, or lending services but may offer general guidance and information on third-party products. The firm follows a fiduciary standard, acting in clients' best interests, and does not engage in performance-based fees or side-by-side management. Clients are encouraged to review account statements from custodians and are responsible for voting on proxies and making other investment-related decisions. Afinitiv maintains a business continuity plan to address operational disruptions. For further details, visit www.afinitiv.com.