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Professional Money Management Services  
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What Advantage Investing Does for You


Begins with a one-on-one interview to determine your individual needs and goals.

Develops a diversified portfolio, based on your needs and goals, using Advantage Investing’s proprietary investment methodologies.

Maintains constant monitoring of the financial markets and your personal portfolio, making adjustments as often as needed.

Provides quarterly portfolio summaries and a monthly client newsletter to keep you informed.