Capital Advantage, Inc. President and Founder John Hayman, CFP® is pleased to announce that Colin Taylor has passed the CFA Level III exam and has been awarded the Chartered Financial Analyst® designation from the CFA Institute. The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world, and is recognized globally for the highest standards of ethics, education and professional excellence in the investment management industry.
Colin Taylor received his Bachelor’s Degree in Economics and Business from The Colorado College in Colorado Springs in 2001, and has been working in the financial services industry for over 9 years. Colin has been with Capital Advantage, Inc. for over 3 years, providing security selection and analysis, portfolio management strategies, asset allocation recommendations, and investment and market commentary.
Capital Advantage, Inc. President Hayman states “In addition to his remarkable achievement, Colin has been promoted to Director of Investment Management. We are all very proud of his achievement and professional growth. There is no question that Colin is a great asset, adding immense value to our company, its employees and our clients.”
Capital Advantage, Inc. is a 100% fee-only, SEC registered investment advisor headquartered in Lafayette, California. Capital Advantage, Inc. specializes in investment management and retirement planning and currently manages over $500,000,000 in assets for over 475 families and businesses. For more information about the services of Capital Advantage, Inc., please visit www.capitaladvantage.com.
Capital Advantage, Inc. Surpasses $400,000,000 in Managed Assets
Lafayette, California-(BusinessWire)-Capital Advantage, Inc., a 100% fee-only registered investment advisor, has surpassed a new milestone. On March 20, 2013, Capital Advantage, Inc.’s discretionary assets under management exceeded $400 Million.
Capital Advantage, Inc. President and Founder John Hayman, CFP® says, “We have been helping people feel confident about their financial future for decades. Reaching $400 Million in managed assets helps to show that our investment strategies and financial advice works, and that’s the foundation of the long-term relationships we build with our clients and their families. We help clients get on the right financial path from the beginning, and they choose to stay with us throughout the different phases of their lives, from building savings to forming a sustainable retirement income plan. Our ability to effectively advise each client on their personal financial situation while managing their investment risk has allowed us to reach this milestone, and remains a top priority for us.”
Capital Advantage, Inc.’s noteworthy client retention rate, along with new financial advisory relationships and investment returns, have added over $100 million in managed assets since September 2010.
When Hayman began in the investment management industry in 1982, he specialized in two areas that remain at the center of Capital Advantage, Inc.’s successful strategy: personalized financial planning and independent investment management. Hayman believes the company’s core strength is retirement planning, and looks forward to helping some of the millions of baby boomers currently preparing for retirement. Capital Advantage, Inc. utilizes actively-managed, value-based investment strategies to help clients meet their goals, and remains available to help new clients plan for their financial future, offering no-cost initial consultations to all prospective clients.
Capital Advantage, Inc. Reaches $300 Million Assets under Management
Lafayette, California—(BusinessWire)—Capital Advantage, Inc., a 100% Fee-Only Registered Investment Advisor, recently hit a milestone, exceeding discretionary assets under management of $300 million as of September 21, 2010.
Founder and President of Capital Advantage, Inc., John S. Hayman, CFP states: “I am extremely proud of our firm. This is the most challenging business market I have witnessed in my nearly thirty year career in the financial services industry. Our tactical asset allocation strategies helped in safeguarding our clients’ assets through the recent economic downturn, and our timely shift back to carefully selected fixed income and emerging market investments proved to be a winning strategy.”
Despite the troubled economy, both Capital Advantage, Inc.’s client base and managed assets have grown over the last few years, reflecting the increasing importance of investing with discipline and long-term focus while adapting to changing market environments.
Hayman explains: “We believe that an active approach to managing investment risk is more efficient than a dynamic quarterly rebalancing type of approach. Our experience and research has led us to believe that an active approach is invaluable, therefore we have designed our investment selection processes to incorporate both technical and fundamental components.”
Capital Advantage, Inc. witnessed the success of its business development strategy, led by Senior Vice President Donna Zinman, MBA. Zinman says: “We are pleased to have reached this milestone because it truly demonstrates the hard work and dedication of our entire staff. Our proactive approach of keeping clients informed of our investment strategies and tactics each step of the way has led to numerous referrals from both clients and business partners.
“Looking forward, our company’s core strength – retirement planning – sits in front of a tidal wave of retiring baby boomers,” says Hayman, adding that many investors are still scared. “The pressure is on for baby boomers saving for retirement, and they are very grateful for personalized face-to face advice. A client’s retirement nest egg is like their health…they want to discuss their future with a seasoned professional advisor, not a salesman. Luckily, we have the experience, talent and gray hair to do just that!”
About Capital Advantage, Inc.
Capital Advantage, Inc., a leading provider of retirement, inheritance, and divorce planning, delivers investment management strategies and integrated solutions to over 400 families, businesses and estates worldwide across every asset class, investment approach and style. Capital Advantage, Inc., a Better Business Bureau A+ rated business, was recently ranked #7 by the East Bay Business Times and is a member of the elite Schwab Advisor Network (SAN) program. For more information about Capital Advantage, Inc., please visit http://www.capitaladvantage.com or call 925.299.1500.