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.
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.
Mutual fund, ETF and alternative research
Allocation model portfolios
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.
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
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.*
Partnering with Advance Capital Management Institutional Services
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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.
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.