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

Tax Advantaged Investing

ACA specializes in Tax-Free and Tax-Deferred Investing across all categories including Hedge Funds, Real Estate Funds, Mutual Funds, ETF's and Alternative Investments.

PPLI / PPVA Tax-Advantaged Accounts

Private Placement investment accounts provide tax-free growth of assets along with broad diversification and flexibility.

Commission-Free Life Insurance
Commission-free life insurance is disrupting a billion dollar industry.  Elimination of commissions means far higher value for the policyholder.


1031 Exchange Funds

1031 Exchanges defer or eliminate the tax on gains from selling investment real estate.  The funds provide readily accessible replacement properties.

Fund Allocation Strategies

We offer diversified allocation models of professionally managed portfolios in the same process that we have utilized with success for over 17 years.

Alternative Investments

We offer exposure to asset categories that are non-correlated to the US stock market via hedge funds, private equity funds, real estate funds, credit funds and other alternative strategies.  These are provided in both a "Fund of Funds" model and "Custom Allocation" model.

Equity Portfolio Management

We offer individually managed portfolios of blue chip equities with a focus on sustainable dividends for clients seeking stable growth and current income in today's low-interest-rate environment.

Tax-Free Municipal Bonds

We provide laddered municipal bond portfolios for tax-advantaged current income or zero-coupon bonds.

401(k) Plan Implementation and Advisory

We consult to corporations and advise on 401(k) plan replacements, new plans, and fund analysis within existing plans.



   Services

​​Advantage Capital Advisors LLC  

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