Wealth management firm Capital Advantage has surpassed USD600 million in assets under management.
Capital Advantage reached this benchmark with USD88 million in year-to-year growth by focusing on the firm’s core strengths – strategic investment management and financial planning combined with superior client service.
As a 100 per cent fee-only registered investment advisory firm, Capital Advantage uses its 30+ years of experience in the industry, combined with tactical asset allocation and in-depth economic research, to make individualised portfolio investment decisions.
“We continue to attract new clients and more share of wallet because we are approachable and deeply invested in our clients’ lives and our community. We work with hundreds of families in the Bay Area to help them realise their dreams and achieve financial independence,” says John Hayman, founder and chief investment officer. “We live in a community of people who have worked hard for what they’ve earned, and our aim is to help them to protect and grow those assets.”
“A specialty of ours is personalised retirement planning. Our goal is to help our clients retire when they’re ready and to help make sure they won’t outlive their money. We also specialise in working with the growing category of female investors, focusing on the unique financial needs of high net-worth women,” says Donna Zinman, executive vice president.