Jeffrey Randolph

Jeffrey Lawrence Randolph is a California-based investment and real estate executive whose public record is centered on Affinity Investment Advisors, Avalon Financial Group, and real estate investment trust governance. FINRA/SEC-derived adviser data identifies him as Jeffrey Lawrence Randolph in Newport Beach, California, associated with Affinity Investment Advisors, LLC.

From 2002 through 2007, and again from 2010 through March 2017, Randolph was a Principal and served as Chief Financial Officer and Chief Compliance Officer of Affinity Investment Advisors, LLC. SEC filings describe Affinity as a firm specializing in U.S. stock-exchange investments. Affinity was acquired by Morgan Stanley Investment Management in 2007; from 2007 through 2010, Randolph served as a Managing Director at Morgan Stanley and its wholly owned subsidiary Van Kampen Investments, supporting domestic and international investment clients.

Earlier in his career, Randolph was a Principal at Avalon Financial Group Inc., which specialized in restructuring and placement of commercial real estate financings; CFO of Bonutto-Hofer Investments, a private real estate investment firm focused on commercial real estate properties in the western U.S.; and Vice President at Security Pacific National Bank. SEC filings state that he received a bachelor’s degree in Business Finance from California State University, Long Beach in 1978.

Randolph has also held nonprofit and board roles in Orange County. He has served as an independent director and audit committee chair of BRIX REIT, Inc., a trust manager of an affiliated REIT, and a board member of TSJ Hope Builders. Hope Builders describes him as founder of Avalon Financial Group, a licensed real estate broker, a member of ICSC and MBA, and co-founder/executive committee member of Building Block Foundation Fund.

• Affinity’s publicly stated investment approach is systematic public-equity investing, not seed-stage angel investing. The firm says it combines quantitative and qualitative investing and uses a proprietary multi-factor model that ranks stocks with an “Affinity Score.”
• Affinity’s philosophy is to identify market inefficiencies driven by investor behavior and invest in “attractively valued businesses whose underlying fundamentals are improving.”
• The Affinity model favors stocks with attractive valuation, improving expectations, and positive price momentum, then applies a qualitative overlay to check for risks not captured by statistics.
• Affinity’s portfolios are built with benchmark-aware controls around sector exposure, market capitalization, and beta, producing sector-neutral diversified portfolios.
• Randolph’s real estate background indicates a separate commercial real estate orientation through Avalon Financial Group, Bonutto-Hofer Investments, and BRIX/Rich Uncles-related REIT board service.