Frequently Asked Questions
We at American Financial Management (AFM) are a national investment advisory firm dedicated to serving both individual and business investors. Since our founding in 1983, we have been proud to be a Securities and Exchange Commission Registered Investment Advisor, ensuring that we provide our clients with trustworthy and expert financial guidance.
We at AFM have removed our account size minimum, opening the door for everyone to participate.
At AFM, we offer a variety of investment strategies tailored to align with each client's risk tolerance level. We invite you to visit our Our Process page to learn more about these risk tolerance levels and how we can cater to your specific investment needs.
We invite you to call (410) 517-7641 to schedule an appointment or get started by completing your Risk Tolerance quiz on our homepage. Once scheduled, AFM will complete a profile to understand you and your objectives, allowing us to determine if we are the right firm for you. Following the call, assuming we are a good fit for one another, we will generate proposals and discuss strategy and account maintenance to ensure you are fully aware of how your account will operate. Upon acceptance, we will begin drafting the necessary paperwork.
We cater to individuals and households at every stage of their financial journey. Whether you're saving for a down payment on your first home, planning for retirement, or navigating life post-retirement, we're here to support you. Our clients usually have a long-term perspective, often exceeding five years, and seek comprehensive service that goes beyond mere investment management. Let us be your trusted partner in achieving your financial goals.
