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ACM Named to List of Best Performing Investment Strategies

February 27th, 2023 | 2 min. read

By Christopher Kostiz, President & CIO

star trophy

We are excited to announce that Advance Capital Management has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“With the growing interest in separately managed accounts, the PSN Top Guns List has attracted greater attention,” says Margaret Tobiasen, SVP of Data Distribution who cites PSN’s pioneering efforts as the first SMA database as the reason for the list’s popularity. “Advance Capital Management has done remarkable work and we are pleased to include them as a top performer.”

“We are honored to be recognized for our investment performance,” says Christopher Kostiz, President and Chief Investment Officer of Advance Capital Management. “It is a reflection of our process and the hard work of our investment team to deliver solid risk-adjusted returns to our clients.”

Through a combination PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time. There are no fees or other considerations required for nomination.

Advance Capital Management’s Growth 51 strategy was named:

Top Gun Manager of the Decade Category

This means the strategy had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-year period and standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.

Top 6-Star Category

This means the strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.

What is Advance Capital Management’s Growth 51 Strategy

The primary goal of the model is to provide investors with a diversified portfolio utilizing mutual funds and ETF investments. The fixed-income strategies utilized include U.S. investment grade corporate bonds, corporate high yield, U.S. government and foreign bonds, and will make up approximately 30-40% of the portfolio. The equity allocation includes both large, mid, and small capitalization U.S. and Foreign equities and will be 50-60% of the portfolio. The model will also utilize alternative investments to enhance diversification and will range between 0-20%.

Advance Capital Management manages more than $3.8 billion and serves over 5,500 investment advisory clients. For more than 30 years, we have been partnering with people to help them achieve their financial goals by providing personalized financial planning and investment management services. We have been featured in rankings from other prestigious publications, including Barron’s, the Financial Times and Forbes.

For nearly four decades, PSN has been a top resource for investment professionals. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings.

Most importantly, we would like to thank our clients for their continued support, which makes this all possible.

Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. PSN Top Guns List awarded 2/21/23 for period of October 2022 – December 2022. No compensation was given for this award.

Christopher Kostiz, President & CIO

Chris is the President and Chief Investment Officer (CIO) of Advance Capital Management. As CIO, he directs the strategy and structure of the discretionary model portfolios and leads the investment committee.