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About Us


In 1989 Vantage was an idea up for discussion in Michael’s living room. Fast forward from over
a quarter of a century ago and we have grown into a talented team of individuals working together
to create your planning and investment strategy. Our mission is to help you feel a greater
sense of control over your financial future. 

Investment Insights

MONTHLY MARKETS MEMO - JUNE 2017  Through much of the year the international equity markets have easily outpaced the domestic U.S. equity markets.  This past month, however, saw a break in that trend with the U.S. outperforming international equities as both groups moved higher.  Despite this, both developed and emerging international equity markets are well ahead of their U.S. counterparts on a year-to-date basis.

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MARKET MINUTE - JULY 17, 2017  Traditional finance is built on the premise that investors are rational and will make optimal decisions regarding investments.  It relies heavily on financial market theories and the relationship between risk and return.  Behavioral finance, on the other hand, acknowledges that people are the ones interacting in the financial markets and may not always act rationally or make optimal decisions. 

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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IL

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