Afferent Wealth Management (AWM) understands medical professionals often lack the time to monitor ever-changing financial markets, often leading to missed opportunities to create wealth or avoid significant losses.
Afferent Wealth Management helps providers stay in control of their financial future. Our asset managers, Taiber-Kosmala, are a leading provider of investment consulting services with a robust national client base representing over $4 billion in assets. Together, we have developed an innovative Evidence-Based Platform for investing designed for busy medical professionals. We are a fee-only service which means you always know what you are paying for your investments.
Using historical, back-tested data, Afferent Wealth Management is able show the hypothetical growth of $100,000 over 1, 3, and 5-year periods of our conservative, moderate and aggressive portfolios versus I-shares benchmark portfolios with similar respective risk levels. (see table)
1, 3 and 5-year performance of Afferent Wealth Management portfolios versus I-shares benchmark portfolios with similar risk level.
|AWM 3||Benchmark*||AWM 6||Benchmark**||AWM 9||Benchmark***|
Our innovative Evidence-Based Platform uses a scientific approach to investing, relying on data and algorithms to guide investment decisions, not guesswork, hunches or attempting to “time” the market. It is the same approach to investing used by many of the nation’s wealthiest families and institutions.
Using risk triggers, investment allocations are automatically changed—or money can be taken out of the market altogether—when appropriate. Each client’s investment portfolio is built based on their individual goals, preferences, and risk tolerance. This method allows clients to create wealth without having to closely monitor the market.
At Afferent Wealth Management, you will work directly with one of our registered investment advisors (“advisor”) to create a comprehensive, complimentary financial plan taking into account a number of different factors:
You and your advisor will review and adjust your plan annually at no additional cost. Unlike many firms, our advisors receive no compensation or incentives for recommending particular investment products, so there is never a conflict of interest. We also provide quarterly reporting on your investments.
With a single login to Afferent’s secure online portal and mobile app, you can see all of your important financial information—including information from other financial institutions—in real-time, including:
In addition, Afferent’s online portal functions as a vault that can securely hold all other important documents such as insurance policies, wills, deeds, and much more.
Investment Advisory Services are offered through Afferent Investments, LLC., an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained specific level of skill or ability.
Afferent Provider Solutions and associated companies are not a law firm or an accounting firm, and the employees are not acting as your attorney or tax accounting advisor. Services provided by Afferent Provider Solutions and associated companies cannot take the place of an attorney or CPA’s advice. Use of services provided by Afferent Provider Solutions and associated companies are not indicative of an attorney-client or tax accounting advisor relationship with Afferent Provider Solutions or any of its employees. Legal and tax services are provided directly by qualified healthcare attorneys and tax accountants through partnerships.