ADVANCED INVESTMENTS

Overview

Advanced Investments is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm functions as a capital allocator — blending fee-based portfolio management with commissionable product sales and brokerage activity. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Because the firm also operates as a real estate broker and insurance broker, its investment activity bridges liquid public equity management and private/real‑asset transactions originating from its brokerage channels. Investment preferences tilt heavily toward equities, implemented mainly through exchange‑traded instruments and separately managed equity strategies. At the same time, Advanced Investments uses private markets — specifically private equity and real estate — as alternative allocations for clients who can access those opportunities. The dual fee structure (percentage of AUM plus commissions) and the firm’s role as a sponsor of limited partnerships indicate a hybrid practice that mixes ongoing portfolio management with one‑off product placements and sponsor‑led real estate initiatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices