EXPERT SERVICES

Expert Investment Services

In an ever-changing investment and regulatory landscape, institutions face more challenges than ever before. Outsourcing your investment process can help alleviate these pressures which will better serve the long-term needs of your clients and organization.

Along with our distinct strategies, Advance Capital provides comprehensive investment services to help navigate the key issues that confront financial advisers, pension funds, foundations, bank trusts and other institutions. 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 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.

Portfolio Management

Our expertise and resources are at your disposal in all aspects of investment consulting 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 investment consulting team follows an objective, disciplined research process to screen over 28,000 funds to find the managers that best meet our defined specifications for your needs.

KEY SERVICES

  • Investment Policy Statement (IPS) Review and Construction
  • Asset Allocation Studies, Monitoring and Implementation
  • Investment Manager Search and Selection
  • Portfolio Structure Review and Construction • Performance Measurement Reporting
  • Investment Management Fee Review
  • Investment Fiduciary Oversight
  • Custodian Review, Searches, and Recommendations
  • Ongoing Committee Research and Education on Investment Issues

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. Insights available include:

    • Quarterly market insights
    • Quarterly asset allocation viewpoints
    • Comprehensive quarterly due-diligence investment research, economic analysis, cross-asset relative valuations and model change report
    • 5 asset allocation model portfolios with GIPS verified returns* dating back to 2009

    *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 John Pelon at (800) 345-4783, or jpelon@acadviser.com.

    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