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