A complete list of active advisors currently associated with Advantage Investment Management

Warmer can help you find a great advisor at Advantage Investment Management or one who fits your needs even better.

Advantage Investment Management (AIM) provides discretionary and non-discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, high-net-worth clients, families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm is an SEC-registered adviser that manages separately managed accounts and provides assets-under-advice services, and its brochure discloses about $215 million in regulatory assets under management. AIM combines strategic and tactical asset-allocation approaches with long-term and value-oriented holdings and also uses a proprietary quantitative optimization model in portfolio construction; financial plans are prepared using the RightCapital platform. Portfolios may hold meaningful cash balances depending on outlook, and the firm can recommend limited use of margin for non-investment needs; it generally requires a $500,000 account minimum but may grant exceptions in particular circumstances. AIM’s practice includes services that are less common for team firms: it provides retirement-plan investment models, may act as an ERISA Section 3(38) investment manager for plan models, and offers consulting on pooled vehicles such as employer-sponsored plans and annuity/variable contract assets. The firm also conducts client seminars and discloses the use of client testimonials in its marketing, and it documents operational details (custody at Charles Schwab, soft‑dollar services, legacy-position management) in its ADV brochure.

To learn more about the advisors currently working at Advantage Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.