To be the top U.S. asset management boutique providing
specialty investment solutions to financial advisors and
To create a company comprised of positive, driven,
sophisticated, and ethical people who are committed to
providing the highest quality wealth management solutions and
service in the industry, and delivering superior risk-adjusted
returns for clients, shareholders and subscribers.
AFAM Capital, Inc. is a rapidly growing asset manager that
specializes in the management of exchange-traded funds and
equity portfolios. We currently advise upon more than $3
billion in assets.
Our Innealta division tactically shifts investments between
equity and fixed income ETFs with a strong emphasis on risk
(e.g. variance of returns, downside market protection).
Our Al Frank Asset Management division applies a disciplined
'buy and harvest' long-term equity strategy based on
selection, diversification and patience that has been highly
regarded for over 36 years.
|Firm Start Year:||1977|
|I work with the following types of clients:||Individual Investors , Non-Profit Organizations , Businesses|
|Investment Types:||Exchange Traded Funds (ETFs) , Stocks|
|I can meet clients in the following ways:||Via phone , At my office , At your home , At your office|
|Qualifications & Memberships|
|Financial Organization Memberships:||Paladin Registry|
|Non-Financial Organization Memberships:||Austin Chamber of Commerce|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Compensation Methods:||Based on Assets|
|Bachelor of Arts - Marketing||
Southeastern Louisiana University - Hammond,Louisiana
January 1990-December 1993
Chris Creed, CFP®, Vice President, Private Client Business Development Director, joined AFAM in July 2013. Having twenty one years of experience in both retail brokerage, as well as asset management, Mr. Creed brings a unique perspective to the role. For the seven years prior to joining AFAM, he was Regional VP, Southeast for Fisher Investments Private Client Group. He was the owner of a successful independent wealth management practice, Creed Capital Management (2003-2006), through Wachovia Securities Financial Network, which he later sold to another advisory firm. From 1994 to 2003, Mr. Creed was an investment representative with Edward Jones, where he also held roles in both the hiring and training of new advisors. He holds a B.A. in Marketing from Southeastern Louisiana University.
A resident of Lakeway, Texas, Chris is an avid tennis player, and enjoys mountain biking and pretty much anything outdoors. He is married, with 2 kids in the Lake Travis schools. His home is guarded by a 7lb dog named Bear.
Where you find yourself today is a result of your hard work and wise choices. The road you took to get here may vary from the road you take moving forward. Wherever you are on the risk spectrum, AFAM Capital works to provide the most effective route for you to arrive successfully at your destination. AFAM Capital offers over 35 years of proven experience balancing the windy, rocky paths of investing. Developing customized solutions to meet your unique investment goals is what we do best. With more than $5 billon in assets under management and advisement, you can trust AFAM?s guidance to help you chart your course.
|Dripping Springs||Johnson City|
|Wimberley||Orange County CA|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
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