LAFAYETTE, CA – April 18, 2017 – Capital Advantage Surpasses $600 Million in Assets Under Management – Cements Spot as Largest Wealth Management Firm* in the Affluent Bay Area Enclave of Lamorinda (Lafayette, Orinda and Moraga, CA)
Capital Advantage, Inc. announced today that the firm has surpassed the important milestone of $600 million in assets under management.
Capital Advantage reached this critical benchmark with $88 million in year-to-year growth1 by focusing on the firm’s core strengths—strategic investment management and financial planning combined with superior client service.
As a 100% fee-only registered investment advisory firm, Capital Advantage utilizes its 30+ years of experience in the industry, combined with tactical asset allocation and in-depth economic research, to make individualized portfolio investment decisions. Having these decisions made by a certified, intelligent team of professionals is of great value to our clients.
“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 realize their dreams and achieve financial independence,” said John Hayman, CFP®, 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 personalized 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 specialize in working with the growing category of female investors, focusing on the unique financial needs of high net-worth women,” said Donna Zinman, Executive Vice President.
Hayman adds, “Clearly, our formula works. There’s a reason why our clients stay with us, and a reason why they continue to refer us new business. At the end of the day, they trust us because we put their best interests first. That’s really what it’s all about.”
*Wealth management firm is defined as a locally-headquartered, independently-owned fee-only advisory firm that provides both financial planning and investment management services.
- Year-to-year AUM gains from Feb 2016-Feb 2017