Advantage Investing specializes in creating and managing investment portfolios for our clients. We construct an investment portfolio that is tailored to the specific needs of each of our clients, and then we monitor and actively maintain those portfolios on an ongoing basis. We use many different types of investment securities in order to accomplish this, including but not limited to stocks, bonds, mutual funds, and exchange traded funds (ETF’s). We use an active investment management philosophy, which means that we may place trades (buys and sells) in our client’s accounts on a fairly regular basis. By doing so, we seek to make sure that our client’s investments are properly positioned to take advantage of our forecast for the marketplace over the short to medium term timeframe, which is generally one to three years.
We build each investment portfolio from a mix of four investment strategies that we have designed, which range from conservative to very aggressive in nature. These strategies are: Bond, Current Income, Stock, and Strategic Allocation. By using a mix of these strategies, we are able to meet the goals and objectives of each individual client while also working within their unique risk tolerances.
