ADVANCED INVESTMENT MANAGEMENT LLC

Overview

Advanced Investment Management LLC is a small, fee-based advisory boutique that focuses on portfolio management for individuals and small businesses. The firm charges its clients a percentage of assets under management and operates under an individual-owner structure. Investment activity shows a balanced approach between public markets and alternative allocations: the largest single category is exchange-traded equities, while the firm also shows a stated preference for fixed-income exposure. Advanced Investment Management is not positioned as an active ESG investor and does not report pension consulting or multi-state adviser activity. Advisory services are aimed at private clients and families; the business centers on discretionary portfolio management. The firm uses third-party relationships for alternative strategies and has an insurance-company affiliation listed among its industry links, which supports the presence of annuity solutions in client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices