ADVANCED TAX & INVESTMENTS, INC.

Overview

Advanced Tax & Investments, Inc. is an independent registered investment adviser that serves individuals and families. The firm combines investment management with tax and insurance services, operating as both an adviser and an insurance broker/accounting resource. It positions itself as a capital allocator and selects third‑party advisers and managers on behalf of clients, indicating a willingness to outsource specialized strategies rather than relying exclusively on in‑house asset management. Investment activity is centered on pooled public funds and mutual funds as the core equity and fixed‑income exposure, while the firm also uses non‑traditional strategies—hedge funds, private placements and real estate—to supplement portfolios. Fee arrangements are flexible across percentage of AUM, hourly and fixed fees, which supports both ongoing asset management relationships and planning or project‑based engagements. The combination of advisory, tax/accounting and insurance capabilities suggests a tax‑aware, holistic approach to portfolio construction for individual and family clients.

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Public Holdings

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Location & Offices