Advantage Investing, Inc.

Advantage Investing, Inc. is a fee-only registered investment adviser that provides discretionary portfolio management to individuals, businesses, non-profits and trusts, reporting $138,851,510 in assets under management as of 12/31/2025 and typically requiring a $100,000 minimum. The firm also serves as a sub‑advisor to other registered investment advisers.

The firm uses an active management approach that combines fundamental, economic and technical analysis to position portfolios over short-to-medium timeframes (generally one to three years) and documents client objectives in an Investment Policy Statement. Portfolios are constructed from defined strategies — Bond, Current Income, Stock, Strategic Allocation and an Aggressive Growth model — and rely primarily on mutual funds and ETFs, with selective use of options, inverse and leveraged funds when appropriate.

Noteworthy aspects of the firm include a single designated portfolio manager who is described as solely responsible for managing client accounts and overseeing daily operations, and an Aggressive Growth strategy that requires a separate brokerage account, permits concentrated positions and limits withdrawals. The brochure also highlights the firm’s deliberate use of inverse and leveraged products and references historical performance disclosures (with the standard past‑performance caution), practices that are less common among its peers.