Outsource Your Investment Management and Consulting Needs

Our comprehensive institutional asset management services can help financial advisers and institutions better serve their clients and achieve their organizational goals.

Schedule a Consultation

Investment Advisors

Spend more time doing what you do best: serving clients

With Advance Capital, you’ll have the backing of an experienced investment team with a systematic research process and a menu of customized solutions. As your dedicated partner, we act as an extension of your team, alleviating many administrative and operational burdens – so you can keep your focus on serving your clients.

We provide:

Mutual fund, ETF and alternative research

Allocation model portfolios

GIPS-audited results*

Foundations/Endowments/Institutions

Achieve your organizational and investment goals

We strive to help investment committees meet their investment objectives and manage their fiduciary responsibilities. Our strategies and services are offered to a variety of clients including foundations, endowments and other financial institutions. While every client and every relationship is different, our goal is always the same: to help you ultimately achieve your organizational mission.

We provide:

IPS development and review

Investment research and recommendations

Economic and market commentary

Full account implementation and monitoring

Board meeting attendance

Discretionary or non-discretionary services

Our solutions

Serving All Institutional Investment Needs

You’ll have the backing of an experienced investment team, which will support your needs with a robust research process and access to a menu of institutional asset management solutions. As your dedicated partner, we act as an extension of your team, alleviating many administrative and operational burdens and helping you fulfill your fiduciary responsibilities.

Schedule a Consultation

More time servicing your clients

Focus on your clients as we focus on the rest with discretionary accounts, diversified model portfolios and investment management services.

Comprehensive portfolio management

Our expertise and resources are at your disposal in all areas of investment consulting including portfolio construction and risk management.

Informed and engaged clients

We’ll provide current market insights and viewpoints in regularly published newsletters and reports that can be shared with clients.

Performance always matters

We Stand By Our Results

A core tenet in our approach to investing is that the diversification of asset classes, investment styles and strategies allows for the greatest probability of achieving superior risk-adjusted results. Another is transparency. Our performance results adhere to the Global Investment Performance Standards (GIPS) and have received GIPS verification.*

Get started

Talk to Us About Your Needs and Goals

Connect with an Advance Capital Management institutional team member for an introductory conversation and to learn how we can help you.

Schedule a Meeting

Review Our Custom Investment Ideas

We’ll present a proposal of actionable insights and solutions designed to address client-specific needs.

Enjoy Ongoing Support and Research

Our specialists will continue to provide thought leadership and market insights for your distinct institutional needs.

Schedule a Consultation

Our Team

Our investment team is comprised of seasoned experts in various areas of specialization. We are all dedicated to providing our expertise and resources to help individual and institutional investors meet their unique long-term financial goals.

Christopher M. Kostiz

President, Chief Investment Officer

Gregory Mackenzie, CFA

Director of Fixed Income & Multi-Asset Strategy Research

Vince Vitale, CFA

Director of Equity & Alternative Strategy Research

Jennifer Cotaling, AIF, CFS

Investment Analyst

Frequently asked questions

Partnering with Advance Capital Management Institutional Services

What type of clients do you serve?

What is your research process?

What are the benefits of outsourcing investment management operations?

Let’s talk

Learn How Our Institutional Asset Management Services and Consulting Can Help You and Your Business

Through our comprehensive, disciplined process, we work to understand our clients’ investment goals to help construct tailored solutions that meet the unique needs of their organization. Contact us to get started.

Schedule a Consultation

Advance Capital Management, Inc. was established in 1986 and is an SEC registered investment adviser. The firm provides investment advice to many types of clients including individuals, investment advisers, investment companies, pension, profit sharing and other forms of retirement plans, trusts, estates, charitable organizations and corporations. The firm is owned by Advance Capital Group, Inc.

*Advance Capital Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). To receive a list of composite descriptions of Advance Capital Management, Inc. and/or a presentation that complies with the GIPS standards, contact Chris Kostiz at (800) 345-4783 or email ckostiz @ acadviser.com.

To receive a list of composite descriptions of Advance Capital Management, Inc. and/or a presentation that complies with the GIPS standards, contact Chris Kostiz at (800) 345-4783 or email ckostiz @ acadviser.com.