Overview
Description of the Firm
Afinitiv LLC is a Nevada domiciled limited liability company formed in 2019. We may operate
under the name Afinitiv LLC. Afinitiv LLC is ‘Member Managed’ (Varidiem is the sole
‘Member’) and is an SEC Registered Investment Advisor (CRD: 305672). As of the most
recent reporting date, we had approximately $323,000 in assets under management.
Description of Advisory Services Offered
Our firm’s advisory services are limited to online automated investment advice, or ‘robo-
advice’ to individuals, high net worth individuals, corporations or other businesses, pooled
investment vehicles and pension and profit sharing plans in the United States and
elsewhere. This provides guidance in relation to investment allocations and asset selection,
where decisions regarding the underlying asset allocation and specific investments are
informed by Artificial Intelligence and other automated and algorithmic tools, then
implemented on behalf of our Clients in accordance with a range of criteria. We do not offer
other forms of advice, however we may provide general guidance, information and
education to our clients regarding specific topics which may be helpful and relevant to their
circumstances. We may also provide information to our clients about third party products
and services which may be relevant to them.
General Information
Afinitiv LLC does not provide legal or
accounting services, insurance services, deposit
products, lending/loans, or specific lending/loan advice. We may however provide
information to our clients regarding third parties who may provide such services – and we
may provide general information in relation to these. In the event that a client utilizes the
products and services of any such third party, they may charge the client a fee independent
of the fees they pay to us. In these instances, Afinitiv LLC may also receive a referral fee, or
other consideration, from the third party. This may not always be the case – and the extent
of the referral fee, commission, or other consideration may vary on a case-by-case basis. In
instances where we may be eligible for a referral fee, or other consideration, we will
communicate this.
While we will exercise our best judgment and good faith in providing our services to our
clients, we cannot warrant or guarantee the achievement of any planning goal, or that any
forecasts, or projections, will be realised. Future investment returns are not predictable –
and past performance is not indicative of future results.
Educational Content
Afinitiv LLC may provide educational content to clients and the general public through a
variety of media. These may include video, infographics, special-purpose calculators, or a
range of other media.
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