David Chambers

AFG primarily uses fundamental and macro-economic analysis in making investment decisions. Their investment strategy is based on the disciplined allocation of assets into three major categories: equity, fixed-income and cash. To determine a proper allocation strategy, they evaluate each client's financial profile to create an investment policy statement that provides invaluable information in devising an allocation for the client's current situation and future goals. The firm uses a variety of publicly traded securities and asset classes in their client portfolios. These include stocks, mutual funds, ETFs, bonds, preferred stocks and options.