Expert Investment Management Services

In an ever-changing financial landscape, institutions face more challenges than ever before. Outsourcing your investment management operations can help secure the expertise and resources to better serve the long-term needs of your clients and organization.

Along with our distinct strategies, Advance Capital provides comprehensive investment management services to help navigate the key issues that confront financial advisers, pension funds, bank trusts and other institutions. You’ll have the backing of an experienced investment management team, which will support your needs with a robust research process and access to a menu of investment 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.

ACM_Inst_icon_service_portfolio_mgmt Portfolio Management

Our expertise and resources are at your disposal in all aspects of portfolio management including investment strategy, portfolio construction, risk management, manager selection and rebalancing. As an independent investment firm, our focus is to maximize returns and minimize risk to meet your unique long-term goals. Our portfolio managers follow an objective, disciplined research process to screen over 28,000 funds to find the managers that best meet our defined specifications for your needs.

ACM_Inst_icon_service_reporting_market_insights Reporting and Market Insight

Our investment experts will provide the current market insights and viewpoints in regularly published newsletters and reports that can be shared with clients.

You may want to outsource your investment management operations because:

  • You don’t have the time and resources to continuously analyze investments, develop reports, research portfolio managers and formulate models
  • You over-rely on past performance and star ratings to select investments
  • You strive to consistently produce above-benchmark returns (gross of fees)
  • You want the credibility that comes with GIPS-verified performance results

Benefits from working with Advance Capital for your investment management needs:

  • More time servicing your clients
  • Greater opportunity to prospect for new business
  • Access to global research process and menu of investments
  • Elimination of any operational inefficiencies
  • Market insights
  • A trusted, long-term partner
We want to hear from you! Contact us today to get started.