Affiliated Private Investors LLC

Affiliated Private Investors, LLC is an independent financial advisor firm established in 1995 by managing partner Brian McNally. Specializing in private multi-family office services, the firm caters to affluent individuals and families, offering custom asset allocation, manager selection, private and direct investing, estate planning, and research. API does not follow a one-size-fits-all approach, providing personalized financial planning tailored to each client's circumstances. The firm manages $486 million on a discretionary basis for high-net-worth individuals and entities. API charges a flat fee of 0.5% on assets under management, with full fee transparency and no additional charges unless agreed upon with the client. The firm conducts thorough research and analysis for investment opportunities, focusing on long-term value creation, free cash flow generation, competitive advantages, and management alignment. API offers a range of services including portfolio monitoring, estate planning, and investment education. The firm does not participate in wrap fee programs and does not charge performance-based fees to clients. API's investment strategies encompass various asset classes, with a focus on risk management and client-specific portfolio construction. The firm emphasizes best execution practices, research-driven decision-making, and compliance with a written Code of Ethics. Clients receive quarterly reports, account statements, and annual financial reviews, with the option for discretionary management and proxy voting services.