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

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

Celebrating 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

i24 News with John Grace

China re-writing U.S. trade agreements has left investors rethinking Chinese investments.  How can investors continue to stay prepared for the yearlong trade war that has no endgame?  

Family Flip Strategy for Inherited Property

How do you get top dollar for a run-down property after a loved one passes? Founder and CEO of Trust Properties USA, Paul Hargraves is here to tell us how.

Focus on Your Finances Part 2

Focus on your finances: 3 ways investors can take advantage!   Diversify Your Portfolio Look For Active Management Strategies How Much Life Insurance Do You Need?

Contact Us

Address

200 N Westlake Blvd. Ste. 109
Westlake Village, CA 91362

Phone

(805) 495-2077

(800) 266-2077

 

Email

Contact@WhyBePoor.com

An informed investor is a smart investor.

Limit your exposure by pinpointing your Risk Number, and craft a portfolio that aligns with your financial priorities.

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