Avant-Garde Advisors provide their clientele with truly unbiased advice, while giving them access to the best of breed investments the financial sector has to offer. Whether you have $100,000 or $10,000,000 to invest—sensible, sophisticated and independent advise is crucial to managing your wealth and achieving your goals in life. To that end, it is very important to us that your investments fit into the larger picture of your life. Our investment...
Multi-Family Office advisors take on a unique role in wealth management due to the complex and sophisticated needs of families with net worth above $25 million. The Avant-Garde companies’ broad spectrum of services are tailored to fit the demanding needs and goals of ultra-wealthy families. Our executives and advisors have a wide range of traditional and alternative asset and investment experience with the skill and experience to build custom...
Avant-Garde Advisors provide their clientele with truly unbiased advice, while giving them access to the best of breed investments the financial sector has to offer. By utilizing relationships with top service providers we provide our clients with top tier service, without the large fees. Below are a few short presentations that can give individuals a broad overview of the type of software we utilize to give better access to each of our unique clients and...
Our advisors specialize in helping professional athletes and entertainers protect and grow their net worth. Using advanced technology and a partnership approach with our clients, our advisors help coach you on how best to avoid the pitfalls that so many athletes and entertainers have fallen victim to. Providing advice on cash flow management, budgeting, traditional asset management, business ventures, insurance protection, and a number of other topics,...
Rarely does an industry have such industry specific income streams, business methods, agreement structures and terminology as does the entertainment industry. Investment advisers catering to the entertainment industry must have industry specific knowledge of the various income streams, relationships, and culture unique to it, in order to manage wealth and business opportunities for such professionals and talent. Avant-Garde has hired and partnered with...
The financial services industry is full of banks, brokerage firms and insurance companies looking out for their best interests.
Isn't it time to use a firm looking out for yours?Self Directed is the Option
Most 401(k)s provide a limited selection of investment options that someone randomly selected. Due to this fact, many participants select a default option in their plans, contribute little and receive lackluster performance. With a self directed option, you can make investments in your 401(k) or other employer sponsored retirement plan with the freedom of a brokerage account. A self-directed brokerage option is still inside of your employer-sponsored plan and still qualifies for your employer match, but gives you the ability to select from a broader universe of investment options and even take advantage of having an advisor manage your account. Charles Schwab and Fidelity Investments are two of the leading providers of 401(k)s which allow independent advisors to provide advice and management of participant assets. At Avant-Garde, our advisors can provide you with advice and ongoing management on either platforms and give you the same level of service that you experience with your other investment accounts.
Options Available in Most Self Directed Options
Does My Employer Offer a Self Directed Option?
Many employers offer self directed options on their employer sponsored plans, however Avant-Garde can provide investment management services only on plans that utilize Fidelity Investments or Charles Schwab self directed options. Below is a list of employers that may have a self directed option that utilizes Schwab or Fidelity. This list is updated periodically and is not a complete list of companies that provide these options.
Self Directed is the Option
Most 401(k)s provide a limited selection of investment options that someone randomly selected. Due to this fact, many participants select a default option in their plans, contribute little and receive lackluster performance. With a self directed option, you can make investments in your 401(k) or other employer sponsored retirement plan with the freedom of a brokerage account. A self-directed brokerage option is still inside of your employer-sponsored plan and still qualifies for your employer match, but gives you the ability to select from a broader universe of investment options and even take advantage of having an advisor manage your account. Charles Schwab and Fidelity Investments are two of the leading providers of 401(k)s which allow independent advisors to provide advice and management of participant assets. At Avant-Garde, our advisors can provide you with advice and ongoing management on either platforms and give you the same level of service that you experience with your other investment accounts.
Options Available in Most Self Directed Options
Does My Employer Offer a Self Directed Option?
Many employers offer self directed options on their employer sponsored plans, however Avant-Garde can provide investment management services only on plans that utilize Fidelity Investments or Charles Schwab self directed options. Below is a list of employers that may have a self directed option that utilizes Schwab or Fidelity. This list is updated periodically and is not a complete list of companies that provide these options.
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