Our Business

We help people and business build, preserve and manage wealth so they can achieve their financial goals.

Invest Top Funds With Us

The American Fundstars Investment Analysis (AFIA) team engages with a broad array of investment managers to identify high-quality financial products for your portfolio. Before asset managers are selected for inclusion on the platform, AFIA employs a thorough and rigorous due diligence process.

Identifying high-quality managers

  • AFIA team conducts due diligence analysts provide product-agnostic advice.
  • Decisions are governed by experienced advisers.
  • Funds are continuously evaluated to reaffirm manager conviction.
  • All products offered for sale are reviewed by AFIA, which consists of senior professionals from such diverse disciplines as legal, compliance, risk and investments.

Robust due diligence process

  • Quantitative Analysis on historical performance metrics, statistical measurements and peer group comparisons.
  • Qualitative Analysis on multiple points of contact with managers, reviewing of manager documentation, manager capabilities and experience.
  • Business & Operational Review on each fund’s business risk, compliance & controls, business continuity, governance infrastructure.
  • Ongoing Monitoring on the entire product coverage universe of public and private funds in each asset category.

Selecting the best products to fit your goal

The American Fundstars Investment Analysis (AFIA) team continually monitors developing economic and market conditions, reviews tactical outlooks, recommends model portfolio weightings, and also produces a suite of strategy, analysis, commentary, other reports and broadcasts. Depending on investor risk tolerance and net worth, the AFIA may recommend a certain allocation to investment products to satisfy particular goals as required by clients.

Our Network

Our clients have access to the resources and reach of a unified global network to help them achieve their goals.