ASSET MANAGEMENT

Asset Management without Bias

With Advance Capital Management, you have a team of investment management experts at your disposal so you never have to worry. Our rigorous investment process is based on unbiased research, and is designed to both guard and fuel your assets. We treat your hard-earned assets with the care and attention that you expect and deserve.

Intensive in-house research

Advance Capital is an independent firm, which gives us the freedom to locate and provide access to investments in each asset class that best meet our qualifications. At all times, we strive to give you the best options for your specific goals and plans. Our team follows an objective, disciplined in-house research process, where we screen over 28,000 mutual funds and exchange-traded funds. We only select those with the performance, quality and cost to meet our stringent specifications.

Smart asset management strategies

Building and protecting a comfortable nest egg doesn’t happen by chasing the “investment flavor of the month”. Our seasoned investment team is dedicated to developing growth and income and capital preservation strategies that deliver the right balance of risk and reward for you. We’ll provide a portfolio that appropriately reflects your long-term financial goals, tolerance for risk and current level of wealth. We offer well-balanced model portfolios—ranging from aggressive to conservative. These portfolios are comprised of diversified investments from some of the top names you may know like Vanguard and American mutual funds. As always, we work toward a low-cost approach to help keep more of your money working for you.

Risk management

Risk comes with the territory. That’s why risk management is a critical component in everything Advance Capital does. We’ll implement a strategy that incorporates the risk you’re comfortable with and our team will make changes to add downside protection when markets get choppy. Our meticulous selection of diversified investments is designed to help diversify risk and create a smoother experience during wild market swings.

Consistent investment monitoring

In our efforts to provide the best service for our clients, we are unabashed in our scrutiny of funds and fund managers. We constantly monitor and review the performance of our portfolios and the funds within to make sure they are capable of meeting your needs. We’ll periodically rebalance portfolios to keep you on track toward your goals. Get to know the investment minds behind the scenes. Meet our Investment Team and explore our Investment Philosophy.
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