AFAM Capital, Inc. Email Format

Investment ManagementTexas, United States11-50 Employees

AFAM Capital, Inc. is a boutique investment management firm established 41 years ago, with offices in Austin, Texas and Orange County, California. It serves individual investors, institutions, and advisors across the United States through private and separately managed accounts, mutual funds, and an investment newsletter, providing investment management services to a diverse client base. As a registered investment adviser, the company operates within the investment management industry, highlighting risk disclosures related to market movements, fixed income securities, and foreign investments, and notes that diversification does not guarantee against losses. A recent development of note is AFAM Capital’s merger with Kovitz Investment Group in October 2019, reflecting a strategic corporate transition within the firm’s history. The organization is based in the Austin area and maintains a presence in California, positioning itself as a smaller, specialized player in the broader asset management landscape.

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