Addressing the Complex Investment Needs of Advisers, Trusts and Other Institutional Investors

Advance Capital’s Managed Adviser Portfolio Strategies (MAPS) are constructed to help meet the distinct needs of institutional investors and financial advisers so you can dedicate more time and resources to your clients.

Developed through a systematic investment process, our model portfolios balance return with risk in a diversified, cost-effective approach that is supported by GIPS-verified performance results. They allow RIAs, retirement assets, trusts, charitable foundations and other institutional investors to leverage the expert knowledge and full resources of Advance Capital’s seasoned investment and client service professionals.

Explore Advance Capital’s MAPS

Select a model to view details on investment philosophy, strategy and returns.

ACM ALL BOND COMPOSITE

  • 100 conservativeMay be appropriate for investors looking to achieve income and stability.
  • 100% bond funds that focus on U.S. investment-grade corporate, corporate high-yield, U.S. government and foreign bonds.
  • A modest allocation of foreign bonds is integral to the strategy to add diversification and dampen volatility.
  • The model will also utilize alternative investments to enhance diversification and will range between 0-20%.

ACM CONSERVATIVE INCOME COMPOSITE

  • 80-20 conservativeMay be appropriate for investors looking to achieve current income and a modest level of capital growth.
  • 80% bond funds that focus on U.S. investment-grade corporate, corporate high-yield, U.S. government and foreign bonds.
  • A modest allocation to foreign bonds is an integral part of the strategy to add diversification and dampen volatility.
  • 20% stock allocated to 60% large-cap, dividend-paying stocks, and 40% mid- and small-cap stocks.
  • A moderate exposure to foreign stocks is maintained to enhance diversification and provide exposure to international growth.
  • The model will also utilize alternative investments to enhance diversification and will range between 0-20%.


ACM RETIREMENT INCOME 3 COMPOSITE
 

  • May be appropriate for investors looking to achieve current income and long-term growth of capital.
  • 60% U.S. investment-grade corporate, corporate high-yield, U.S. government and foreign bonds.
  • 40% equity allocated to 60% large-cap, dividend-paying stocks, and 40% mid- and small-cap stocks.
  • A moderate exposure to foreign stocks is maintained to enhance diversification and provide exposure to international growth.
  • The model will also utilize alternative investments to enhance diversification and will range between 0-20%.


ACM GROWTH & INCOME 1 COMPOSITE

  • splitMay be appropriate for investors looking to achieve long-term growth of capital and current income.
  • 50% equity allocated to 60% large-cap, dividend-paying stocks, and 40% mid- and small-cap stocks.
  • A moderate exposure to foreign stocks is maintained to enhance diversification and provide exposure to international growth.
  • 50% U.S. investment-grade corporate, corporate high-yield, U.S. government and foreign bonds.
  • The model will also utilize alternative investments to enhance diversification and will range between 0-20%.


ACM GROWTH 1 COMPOSITE
 

  • 40-60 agressiveMay be appropriate for investors looking to achieve long-term growth of capital and modest level of income.
  • 60% equity allocated to 60% large-cap, dividend-paying stocks, and 40% mid- and small-cap stocks.
  • A moderate exposure to foreign stocks is maintained to enhance diversification and provide exposure to international growth.
  • 40% U.S. investment-grade corporate, corporate high-yield, U.S. government and foreign bonds.
  • The model will also utilize alternative investments to enhance diversification and will range between 0-20%.


ACM AGGRESSIVE GROWTH 1 COMPOSITE

  • May be appropriate for investors looking mainly to achieve long-term growth of capital.
  • 80% equity allocated to 60% large-cap, dividend-paying stocks, and 40% mid- and small-cap stocks.
  • A moderate exposure to foreign stocks is maintained to enhance diversification and provide exposure to international growth.
  • 20% U.S. investment-grade corporate, corporate high-yield, U.S. government and foreign bonds.
  • The model will also utilize alternative investments to enhance diversification and will range between 0-20%.


ACM ALL STOCK COMPOSITE

  • 100 agressiveMay be appropriate for investors looking primarily to achieve long-term growth of capital through investments in equities.
  • 100% equity allocated to 60% large-cap, dividend-paying stocks, and 40% mid- and small-cap stocks.
  • The model will also utilize alternative investments to enhance diversification and will range between 0-20%.
  • Each model addresses an investor’s overall objective and risk tolerance. Portfolios are comprised of mutual funds and exchange-traded funds (ETFs). Percentages shown are target allocations.

 

It is not possible to eliminate all risk through diversification.

Diversified portfolios can still lose money, and are not insured.

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 Todd Marriott at (800) 345-4783, or tmarriott@acadviser.com.