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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.

  • Home
  • Who We Are
  • Services
    • Individual Services
    • Corporate Services
    • Investment Strategies
    • Portfolio Monitoring
  • Contact Us
  • Complimentary Portfolio Review

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Copyright 2020 Investment advisory services offered through Andrade Financial Services, Inc., doing business as AFS-Investments, a Registered Investment Adviser registered in the State of California. Custody services and other brokerage services provided to clients of AFS-Investments are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC. Andrade Financial Services, Inc. (dba “AFS Investments”) is a state-registered investment adviser located in Orangevale, California. AFS Investments is registered in the state of California and in compliance with the current registration requirements of the states in which AFS Investments maintains clients. AFS Investments may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. AFS Investments’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of AFS Investments’ web site on the Internet should not be construed by any consumer and/or prospective client as AFS Investments solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by AFS Investments with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of AFS Investments’ current written disclosure statement discussing AFS Investments’ business operations, services, and fees is available from AFS Investments upon written request. AFS Investments does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked toAFS Investments’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. • [website design]