Our Mission Statement

"We will provide our investment professionals and clients the highest level of service in order for them to reach their specific financial goals.  To accomplish this mission, we are committed to sound business practices, a broad range of quality investment services, effective compliance, innovative systems and dedicated associates.

With creative and successful execution, we will achieve our goal to be the industry’s premier broker/dealer consistently exceeding the expectations of our independent investment professionals."

                                                --Advantage Capital Corporation Mission Statement, 1946

In addition to the mission upheld by Jim Poole since 1946, James F. Poole & Associates is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.