Capital Advantage

Description

Our client relationships typically begin with phone calls and in-person meetings, during which time we learn about your needs. We will discuss your dreams and goals to develop a clear vision of your financial future. You will have the opportunity to learn more about our firm, review samples of our work, and question us about our philosophy and expertise. If we agree that the relationship would be mutually beneficial, we can commit to moving forward.

After carefully assessing your unique financial circumstances, Capital Advantage, Inc. can ease the difficulty of selecting your plan investments, helping you allocate your company retirement plan in a way that fits your risk profile. We will monitor your plan’s investment performance and develop a strategy that will help you to reach your financial goals, allowing you to rest easy knowing you are making a real investment in your future.

We work in partnership with you to preserve and grow your organization’s assets by providing the range of services you need. We can make recommendations and help you develop investment guidelines to help support funding and planning goals. We can also assist your potential donors in making charitable contributions, providing day-to-day management and administration for gifting. Our integrated approach can address your non-profit’s long-term goals, freeing up more of your time to focus on your organization.

Capital Advantage, Inc. is headquartered in Lafayette, California and specializes in Investment Management and Retirement Planning. The firm has assets under management of approximately $250 million and over 350 clients, serving as reputable and independent "fee-only" Financial Planners and Investment Advisors in the Lafayette, Moraga & Orinda communities.

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.

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