Discover How Things Are Different here
Investor’s looking for an advantage have chosen Investor’s Advantage Corp. since 1979.
Our Services
Financial Planning
Live too long, die too soon.
Investment Management
Customized investment solutions.
Insurance Services
The right coverage for the lowest cost.
Corporate Planning
401(k), 403(b), & SEP IRA administrators.
Educational Workshops
Teaching financial success.
Professional Collaboration
Putting a team behind you.
Creating Financial Independence for 40+ Years
Since 1979, Investor’s Advantage Corporation has been passionate about working with individuals who are looking to achieve financial independence. By proactively planning our clients’ futures, we develop attainable goals and achievable personal benchmarks. At Investor’s Advantage Corporation we pride ourselves on our ability to build financial independence and confidence. We do this by creating transparent and efficient portfolios that strive to exceed client objectives.
Years Established
MEDIA INTERVIEWS
With over 40 years in the securities and insurance industries, John Grace, Founder and President at Investor’s Advantage Corp. is frequently interviewed on nationally syndicated TV and radio programs about the economy and the markets. According to John, “Most investors were not ready for previous crashes, and they are not prepared for the next one either.” John aims to educate investors about taking action, rather than sitting and waiting for their assets to be wiped out. Tune in here often to keep up to date.
Investor’s Intelligence
The Active Advantage of AssetMark
The Active Advantage of AssetMark In this weeks webinar, we focus on AssetMark Trust Company and what we are doing to manage your money with confidence. We will walk through who AssetMark is and how this company employs better technology than other firms with greater...
A Major Step Toward Your Financial Independence: Freedom via Frugality
Freedom via FrugalityFireworks sales are expected to top $1.3 billion this year, according to USA Today. While that’s interesting, allow me to do what I can here to help you afford to celebrate your own financial independence. As a financial advisor since 1979 I feel...
The Courage of Conversation
The Courage of ConversationYou don't want to miss this one! We cover some deep issues that needed to be talked about. Jackalyn Rainosek, PHD, has been a facilitator of learning and consultant in organizations for forty-five years. She talks about white privilege from...
Contact Us
Address
Westlake Village, CA 91362
Phone
(805) 495-2077
(800) 266-2077
