INVESTOR'S ADVANTAGE

Overview

Investor's Advantage is a small, SEC-registered limited liability company that provides fee-based portfolio management primarily to individuals, families and smaller institutions. The firm charges a percentage-of-AUM fee and acts as portfolio manager for both individual/small business accounts and business or institutional accounts. It takes a discretionary approach to most client relationships, with the bulk of assets managed under discretionary authority. Investment posture emphasizes pooled public vehicles as core holdings, supplemented by targeted alternative allocations. The firm does not position itself as an ESG or multi-state specialist, nor as a pension consultant or capital allocator. Its client base and product mix suggest a traditional wealth-management model that blends mutual fund-driven core exposure with opportunistic allocations to income and illiquids.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices