what we do
Wealth Management * Retirement Planning
Investor’s Advantage in Westlake Village, California does not take the same old Investment Approach as many companies in the “Financial Planning” industry. We work based on mathematical probabilities that relate to YOUR SPECIFIC financial position within the scope of the ENTIRE global financial marketplace. We do not just represent one company with one line of, “Financial Products”. We specialized in, “Wealth Management and Retirement Planning” in the true sense of the words. While there are over 3,000 local financial advisors with many different opinions, not all firms in the Conejo Valley pay for independent research. This independent research is one of the cornerstones of our Investment Strategy that helps investors see the larger picture and make appropriate, if not more informed decisions. This independent research has been used with investors in the workshops that the President of our firm conducts.
John L. Grace
is President of Investor’s Advantage Corp in Westlake Village CA which has been helping investors since 1979 manage wealth and prepare for a better future in spite of the unexpected events produced by God and by man. John is a Registered Principal with National Planning Corp, a national independent brokerage firm headquartered in Santa Monica, CA. In 1999 John Grace became Master Certified and a Charter Member with the H S Dent Advisor’s Network. He maintains his membership by attending conferences annually and conference calls monthly. “Master Certified” references those who pay a fee to learn about various economic trends and have demonstrated by passing tests the ability to effectively answer questions related to research. This alone does not qualify a financial professional to give investment advice.
“With over 30 years of experience in the securities I feel qualified to offer my apology for 3 of the things that we (the community of Financial Advisors) do;
1) how complicated we make things appear,
2) the reliance on jargon that most people won’t understand
3) the excessive emphasis we place on investment vehicle selection.
First and foremost, we should be helping investors answer two questions; how much money will be needed to avoid running out of money before running out of time and how investment risk may be better managed.”
Securities licensed associates at Investors Advantage are Registered Representatives & Investment Adviser Representatives. Securities and investment advisory services offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser Investors Advantage and NPC are separate and unrelated companies.