Partners in Systematic Investing since 1992
About Us
Founded in 1992, Affinity Investment Advisors, LLC is an independently owned, registered investment advisor based in Newport Beach, California. Affinity utilizes a time-tested investment approach which is repeatable and scalable. Since our founding, our focus has been exclusively on the publicly traded equity markets. We have consistently applied our systematic process to a variety of equity strategies.
Our Vision
To be the absolute best investment management firm as viewed by our clients, employees, and all stakeholders.
Our Mission
To be our clients’ most trusted equity investment manager earned through superior long-term performance, client service excellence, and a firm-wide commitment to integrity and collaboration.
Our Values
Trust is earned by acting ethically, respecting each other, communicating transparently, responding quickly, holding oneself accountable in the pursuit of excellence.
Our Team
Gregory R. Lai, CFA
CEO
Lead Portfolio Manager
David H. Sugimoto, CFA
Sr. Portfolio Manager
Michael A. Petrino
Sr. Portfolio Manager
Tianyue "Fiona" Zhang
Associate Portfolio Manager
Alex Hsiao
COO, Sr. Director
Client Engagement
Joshua Katz, CFA
CCO, Manager of Investment Operations
Alex Hsiao
Tianyue "Fiona" Zhang
Investment Strategies
Affinity currently offers investors U.S. equity strategies spanning the market capitalization range, as well as international and global equity. Clients gain from an experienced and collaborative collection of individuals with decades of experience managing the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients.
Affinity Blog
