Individual Services

AFS Investments works with Individual Investors to build long term investment and savings plans.

These plans are built under the registrations of:

  • Family Trust Accounts
  • Individual Retirement Accounts
  • Joint Accounts
  • Custodial Accounts
  • And Many More!

Individual Investors can choose to use AFS Investments’ expertise to validate their own ideas, or they can contract AFS Investments to manage the accounts with discretion, whereby investment decisions are made unilaterally.

AFS Investments works with Individual Investors and their professional advisors to determine the best way to structure their investment accounts.

Decisions such as Family Trust vs. Joint Accounts, IRA vs. ROTH IRA, Custodial vs. Educational Savings Accounts are floated amongst the Investor’s attorney, tax preparer and financial advisor to come up with the structure of the investment account.

Once the account is established and funded, AFS Investments works with the Investor to select appropriate investment vehicles (Stocks, Bonds, Mutual Funds, Cash, etc) that will meet the long term objectives.  After the investments are in place, AFS Investments continues to work with the Individual to monitor progress and make changes or adjustments as necessary.  If the Individual Investor doesn’t feel comfortable making investment decisions or just doesn’t have the time to properly manage the account, they can retain AFS Investments under a Discretionary Agreement to manage the account for them.