Advantage Capital Advisors
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.