Charles Schwab & Co.
Advantage Capital Advisors has chosen Charles Schwab & Co. as custodian of our client' assets. Schwab is one of the world's largest investment brokerage firms, servicing over 8 million client accounts with over $2.6 trillion of assets. Schwab Institutional provides support, custody, and clearing and administrative services for Registered Investment Advisors such as Advantage Capital Advisors.
We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.
Lombard International was purchased by Blackstone Group in 2014. With over $90 Billion in assets, Lombard is the leading provider of private placement life insurance and private placement variable annuities. PPLI and PPVA are extremely cost efficient, offered with no loads, no commissions, no surrender charges and no surrender periods. The investments offered include over 200 mutual funds (VIT's) and over 70 alternative investment (IDF) hedge funds, real estate funds, and private equity funds. Advantage Capital Advisors is the only Registered Investment Advisor in Los Angeles to be included in Lombard's platform of investments.
Morningstar is the definitive industry leader for independent research in mutual funds, ETF's, separately managed portfolios, indexes and market data. As a resource, Advantage Capital Advisors utilizes Morningstar data and research for selection and monitoring of investment vehicles in client accounts, along with construction of allocation models for client portfolios.
Morningstar also provides portfolio / account reporting and client relationship management platforms for Registered Investment Advisors such as Advantage Capital Advisors LLC.