About Capital Advantage, Inc.

Capital Advantage, Inc. offers a range of solutions to help you more effectively invest, save, spend, and protect the things most important to you. To determine the right solutions that will best fit your needs, one of our experienced financial advisors will get to know you and your dreams, help you develop a strategy to achieve them, and track your progress along the way, making adjustments as needed.

Investment Management

Investment management is an important part of your financial plan. Our investment management strategy is designed to manage and make the most of your wealth through fundamental research, disciplined valuation techniques, and long-term focus—and is always motivated by your financial objectives.

We begin by reviewing and understanding your short and long-term financial goals. Within the context of your current financial situation, we can determine an investment strategy and proper asset allocation that incorporates your unique financial situation, goals and risk tolerance. We then select investments to achieve your custom allocation and build your unique portfolio. Taking into account the current economic and market environment, we  manage your portfolio by making various allocation shifts, maintaining tax sensitivity and tracking performance.

We understand that your dreams may change. Your tolerance for market risk may change. We can make sure your investment strategy stays in line with your goals and dreams. Capital Advantage, Inc. stays on top of your investments so you don’t have to.

Financial Planning

Financial planning can encompass a number of complex areas, including retirement planning, estate planning, insurance, tax planning, investment management, and cash management. Depending on your needs, it may also include education funding, charitable and planned giving, trust management and planning for long-term care.

Planning for your future can seem overwhelming because there are so many options to consider. We can help you translate your goals and dreams into responsible financial planning solutions: in essence, creating a plan that reflects your current financial picture—and your vision for the future.

The financial planning process is a series of steps taken to help you accomplish your goals. We first gather and analyze data about your income and expenses, taxes, insurance coverage, retirement plans, wills, trusts, investments and other information pertinent to your overall financial situation. We can help you set realistic goals, identify key financial issues concerning these goals, and provide recommendations and alternative strategies for achieving these goals. Once you have decided which recommendations to follow, we can help you implement your decisions, and, if necessary, update your plan.

Institutional Investment Advisor Services

Whatever your financial priorities are as a business owner, we have the resources, experience and customized retirement planning process to address your company’s unique situation and goals. Our integrated approach will address your business and personal financial goals, freeing up more of your time to focus on your company.

We can also help to fulfill the fiduciary responsibilities for investment management of non-profit organizations, making recommendations to help support funding and planning goals. Additionally, we can assist your potential donors in making charitable contributions, providing day-to-day management and gifting administration.