Advantage Capital Advisors manages custom investment solutions for a broad base of clients including entertainment professionals, athletes, entrepreneurs, executives, and various institutions.

Equity Portfolio Management

Diversified dividend focus for clients seeking stable growth and current income in today's low-interest-rate environment.

Balanced Fund Allocation Strategy

Diversified allocations of professionally managed portfolios.

Passive Index / ETF Allocation Strategy

Diversified passive index allocations / low-cost strategies.

Investment Management Consulting

Selection and oversight of managers / funds.

Tax-Free Municipal Bonds

Laddered portfolios for current income or zero-coupon bonds.

401(k) Plan Implementation and Advisory

Plan replacements, new plans, and fund analysis within existing plans.



   Services