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.
We provide:
Mutual fund, ETF and alternative research
Allocation model portfolios
GIPS-audited results*
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
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 ConsultationMore 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.
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.*
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
Contact us and one of our team members will follow up with you.
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.
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
Christopher M. Kostiz
President, Chief Investment Officer
As Chief Investment Officer, Chris directs the strategy and structure of the discretionary model portfolios and leads the investment committee. He joined Advance Capital in 1993 and was appointed President of Advance Capital Management, Inc. in 2004. Chris earned his degree in Finance from Michigan State University and an MBA from Wayne State University.
Gregory Mackenzie, CFA
Director of Fixed Income & Multi-Asset Strategy Research
Gregory Mackenzie, CFA
Director of Fixed Income & Multi-Asset Strategy Research
Greg is responsible for research and investment management of the discretionary model portfolios. Previously, he was a private placement analyst for Asset Allocation & Management Co. Greg earned his Chartered Financial Analyst designation in 2003. He is a graduate of the University of Michigan with a Bachelor of Arts degree in Economics.
Vince Vitale, CFA
Director of Equity & Alternative Strategy Research
Vince Vitale, CFA
Director of Equity & Alternative Strategy Research
Vince is responsible for research and due diligence of equity and alternative investment managers utilized in ACM’s dynamic risk-based asset allocation portfolios. Previously, he was a Portfolio Manager for 5 years where he managed a Large and Midcap Equity mutual fund, he spent 4 years working as a Senior Associate at Duff & Phelps, LLC specializing in valuation consulting for private and public entities, and 2 years as a financial advisor. Vince earned his Chartered Financial Analyst designation and the Chartered Alternative Investment Analyst designation. He is a graduate of Michigan State with a BA in Finance and Walsh College with a MS in Finance with a specialization in Financial Planning.
Jennifer Cotaling, AIF, CFS
Investment Analyst
Jennifer Cotaling, AIF, CFS
Investment Analyst
Jennifer is responsible for investment manager research and due diligence. She has extensive experience with manager research and due diligence, performance reviews, attribution analysis and other research projects. In addition, Jennifer has more than 10 years of experience working as an investment analyst with an investment consulting firm. She received her Bachelor of Arts degree from Baker College.
Partnering with Advance Capital Management Institutional Services
What type of clients do you serve?
Advance Capital Management provides comprehensive institutional services and strategies to help navigate the key issues that confront financial advisers, pension funds, foundations, bank trusts and other institutions.
What is your research process?
As an independent investment firm, our focus is to maximize returns and minimize risk to meet your unique long-term goals. Our investment consulting team follows an objective, disciplined research process to screen over 28,000 mutual funds, ETFs and alternatives to find the managers that best meet our defined specifications for your needs.
What are the benefits of outsourcing investment management operations?
Our outsourced investment research services can help you find more time to service clients, grow your business and eliminate operations inefficiencies while giving you access to a global research process and a menu of investments.
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.