Affiliated Investment Advisors, Inc.

Overview

Affiliated Investment Advisors, Inc. is a small, single-office registered investment adviser that manages portfolios for individual and family clients as well as small businesses and institutions. The firm charges fees based on a percentage of AUM and runs discretionary mandates, with portfolio management as its primary advisory activity. Its reported investment preference is equities—chiefly exchange-traded securities—and it does not identify as an active ESG investor. The adviser is owned by an individual and is not classified as a capital allocator. Manager allocation emphasis centers on public, exchange-traded instruments, with selective use of third-party alternative managers for hedge fund and real estate exposure. Given the firm’s size and client base, allocations appear oriented toward liquid, readily tradeable instruments with supplemental access to externally managed alternatives when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices