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MFWire: Advance Capital I Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Advance Capital Management Inc
One Towne Square
Suite 444
Southfield, MI  48076
Google Maps

Contact
Main Phone: 248-350-8543
Web Site: Click Here

Mutual Fund Brand(s)
Advance Capital I Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Advance Capital Management revealed in an SEC filing on August 8, 2016, that the firm will liquidate its four Advance Capital I mutual funds by March 31, 2017.

    Advance Capital Management traces its routes back to 1986, when three former Bell (AT&T executives) launched the wealth management shop. As of 2016, the Detroit area RIA now claims $2.4 billion in AUM and more than 5,000 brokerage and investment advisory clients.

    Advance Capital Management launched the Advance Capital I Balanced Fund and the Advance Capital I Equity Growth Fund in 1987, the Advance Capital I Retirement Income Fund in 1993, and the Advance Capital I Core Equity Fund in 2008. Advance Capital Management also offers SMAs and model portfolios.
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    Key People:
    Story Archive for Advance Capital Management Inc
    Published On Story Headline Publication
    8/9/2016 After 29 Years and $222MM, a Midwestern Mutual Fund Shop Exits MFWire.com
    8/9/2016 Stork and Reaper - August 9, 2016 MFWire.com
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