What We Do


Financial Planning

Live too long, die too soon.

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Investment Management

Customized investment solutions.

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Insurance Services

Right coverage for the lowest cost.

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Corporate Planning

Establishing & Improving 401k, 403b, & SEP IRA.

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Educational Workshops

Coaching you for financial success.

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Professional Collaboration

Put your team behind you.

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About Us


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.

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.

Latest Videos

 

Latest Blogs

The Wind Did It

Building sand castles is great fun on the beach until an unforeseen wave or wind bluff picks up a grain of sand or two to cause your beautiful monument of creativity to come crashing down forever, right before your very eyes. The date of ‘the fixer’s' testimony, also...

Can You Survive a Bad Loss?

Savvy investors hate losses more than they love gains. Which is why it's crucial to know your probability of success. We encourage investors to run their numbers, so they keep their odds of retirement success at 80% or better. Latest...

How Much Negative Volatility Is Acceptable?

You have to be the economist of your own home. Which is why the first question investors must answer is: How much risk are you willing to accept? By determining in advance how much volatility is acceptable, investors are better equipped to understand how their...

Community Service


We are enthusiastic about giving back to our community. One of the ways we do so is by making donations in the names of our clients on their birthdays to The Greater Contribution. Since 2006, The Greater Contribution has provided over 13,000 microloans to women living in abject poverty in Uganda. These loans allow them to start small businesses and begin to work their way out of poverty. Another way we help make the world a better place is by partnering with local non-profits to help raise money by hosting charity poker tournaments. Do you have a favorite charity you support? Contact us today and ask about collaborating on a charity poker tournament.

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Contact Information


Address: 200 N Westlake Blvd
Ste 109 Westlake Village, CA 91362

Phone: (805) 495-2077

Email: Contact@WhyBePoor.com

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Investor's Advantage Corporation

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