SERVICES FOR INVESTMENT PROFESSIONALS

The Advantage Group is a sub-advisory service provided by Financial Advantage, Inc. (FAI) for financial advisors and registered investment advisors. FAI provides a turn-key service where we partner with your firm to provide you the research, infrastruture, trading, customization and reportiong capabilities of our in-house portfolio management department.  

Partnering with FAI will allow you to:

Maintain Your Independence

●   Assets stay with your custodian.

●   You continue to maintain each client relationship.  We can assist with meetings, proposals and client presentations but FAI has no direct contact with your clients. 

●   Client data is secure and reporting is provided to you by FAI using non-proprietary software.  All portfolio reporting is generated using Portfolio Center.

●   Transparency - Since client assets stay with your custodian you will see everything that takes place in their accounts.  We complement any reporting provided by your current custodian with our fully customizable reporting package. 

Grow Your Practice not Your Back Office

●   Teaming with FAI will allow you to focus on what you do best....working with clients and growing your practice.

●   You will gain operational efficiency as we remove the burden of performance reporting, tax reporting, reconciliation and billing from your desk.

●   We handle all trading, rebalancing, cash management and portfolio construction for your clients.

Tap Into Our Institutional Caliber Research

●   Our investment committee includes over 100 years of experience.  The team includes two former Directors of research from T. Rowe Price and Federated Investors, two CFA's and four CFP's. 

●   We involve each advisor/RIA in our investment process with weekly reports and conference calls communicating all changes to the portfolios and our general outlook for the investment environment.

If you would like to learn more about the services provided to our Advantage Group Advisors please contact Mike Martin, Chad Norfolk or Lyn Dippel at 1-800-964-6994.