It used to be that only the largest corporations or the wealthiest individuals could receive, institutionally based investment advisory services. Advanced Capital Group delivers to our clients a highly sophisticated well-thought-out investment process that can help them achieve their investment goals. By combining our experience in the investment industry with cutting-edge technology and techniques we are able to bring to our clients a level of investment advice that has not been readily available to many investors in the past.

Retirement Plans At Advanced Capital Group we understand the challenges that corporations face. Starting with a comprehensive core fund selection process leading to a highly customized participant education program our processes deliver high value-added services to a plan and its participants. Retirement Plans »	Wealth Management We strive to provide our individual clients the highest quality, institutionally-based investment advice possible. In this section you can access your account, watch the market or utilize one of our many financial calculators. You may also access current news headlines and articles related to personal wealth management. Wealth Management »	Municipal Bond Advisory By many historical measures municipal bonds produce one of the best risk-adjusted returns of any major asset class. Mutual funds can have high fees, poor tax efficiency and volatile principal values. Mass-market separate accounts may not be tax-efficient or customized to your situation and preferences. Using our Essential Purpose philosophy and other conservative standards we create portfolios that produce customized streams of tax-efficient income. Municipal Bond Advisory »
Institutional Funds Management Through the use of a proprietary cash flow model and experienced management team, our corporate and non-profit clients enjoy portfolios that are customized to their specific liquidity situation while taking advantage of both sophisticated and disciplined portfolio management techniques. Institutional Funds Management »	Health Plan Advisory Services HSA and HRA accounts represent great tools to allow individuals to benefit from and own their specific health situation. They can also represent ideal savings vehicles to fund future Medicare expenses. ACG has teamed-up with a national actuarial firm to develop a program to help individuals answer the question “How much cash should I have to fund near-term health expenses and how much can I invest to maximize my future account balance?” Health Plan Advisory Services »	Research Log in to view ACG’s proprietary research. If you do not have a username and password, send us a request to set up an account using the “Contact ACG” link at the top of the page. Research Access »