Our Services

Securities and investment advice offered through ADVANTAGE CAPITAL CORPORATION. A registered broker/dealer, member FINRA/SIPC and registered investment adviser.


Securities registered in California, Arizona,Indiana, Illinois, Georgia and New York.
 

Our services include:

RESEARCH AND ANALYSIS OF INVESTMENTS AND INVESTMENT RELATED COMPANIES;

DEVELOPMENT OF ASSET ALLOCATION AND PORTFOLIO OPTIMIZATION STRATEGIES;

CONCEPTUAL AND STRATEGIC PLAN DESIGN INCORPORATING INVESTMENT RISK TOLERANCE LEVEL, TIME HORIZON, GOALS AND AVAILABLE RESOURCES FOR HIGH INCOME/NET WORTH INDIVIDUALS AND CORPORATIONS;

RECOMMENDATION AND UTILIZATION OF INVESTMENT RELATED PRODUCTS AND SERVICES INCLUDING;

Mutual Funds*

Variable Annuities*

Stocks and Bonds*

Variable Life Insurance*

Traditional Insurance Products

Fixed Annuities

Advisory Programs*

Financial Business Management

Qualified and Non-Qualified Deferred Compensation

Income Management Strategies

Estate/Closely Held Corporation Business Continuation Planning

Tax Advantaged Retirement and Wealth Building Strategies
 

* Securities and investment advice offered through Advantage Capital Corporation. A registered broker/dealer, member FINRA/SIPC and registered investment adviser.