Whatever your financial priorities are, we have the resources, experience and customized solutions to address your unique situation and goals.

Explore our value to clients below.

Institutions & Endowments

Capital Advantage provides a wide range of services to help you preserve and grow your organization’s assets. We work with you to make recommendations and develop investment guidelines in support of 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 addresses your non-profit’s long-term goals, freeing up more of your time to focus on your organization.

We’d love to start a conversation with you. Call or request an appointment today.

capital advantage logo

Big city credentials without the commute.