Advance Capital Management, Inc.
Vincent Vitale, CFA, CAIA, serves as Investment Director at Advance Capital Management, Inc. since October 2011, where responsibilities include driving investment philosophy for risk-based asset allocation portfolios and conducting research on equity and alternative investments. Previously, Vincent was a Financial Advisor, guiding individuals and families through financial decisions, and held roles as Equity Portfolio Manager and Equity Analyst. Vincent served as President of CFA Society Detroit from June 2020 to June 2022 and was a Financial Analyst at Atlas Oil Company, reporting to the CFO and CEO. Earlier experience includes Senior Associate and Analyst positions at Duff & Phelps, focusing on valuation analysis and market research. Vincent holds a Bachelor of Arts in Finance from Michigan State University and a Master of Science in Finance from Walsh College.
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Advance Capital Management, Inc.
Advance Capital Management is a fee-only financial planning and investment management firm with a mission to help people live their ideal lives. As a Registered Investment Advisor, we are a fiduciary and our clients' best interests always come first. Currently, we have $3.7 billion in assets under management and approximately 5,000 investment advisory clients. Our offices are located in Michigan, Ohio, Illinois and Texas, but we serve clients across the country. • Top 100 RIA Firms (Barron's) • Top 300 Financial Adviser (Financial Times) • Top Fee-Only RIA (Investment News) • One of the largest money managers in Metro Detroit (Crain's Detroit Business) • Top Area Wealth Management Firm (Grand Rapids Business Journal) • One of the largest RIAs in Metro Cleveland (Crain's Cleveland Business) www.acadviser.com/disclosure/