ADVANTAGE INVESTING, INC.

Overview

Advantage Investing, Inc. is a fee-based advisory firm registered in 2024 that focuses on discretionary portfolio management for both individual and institutional clients. The firm runs portfolios primarily through pooled public funds and mutual funds, favoring construction through third‑party vehicles rather than an emphasis on direct individual stock selection. Its stated advisory services cover portfolio management for individuals and small businesses as well as for businesses or institutions. The firm does not identify as an active ESG investor and reports a fee model tied to percentage of assets under management. Advantage Investing appears to operate as a compact, custodian‑centric RIA: nearly all reported assets are held at a single custodian, and its allocation approach leans toward liquid, professionally managed funds supplemented by a defined set of alternative allocations and insurance products to meet income, diversification and risk‑management objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices