In addition to traditional news sources such as The Wall Street Journal and Bloomberg, LP, Advantage Investing also makes use of the following premium research sources and tools:

Primary Custodians for client accounts:  Charles Schwab & TD Ameritrade Institutional Services.

In addition to custody services for a wide variety of account types, both Schwab and TD Ameritrade provide the following trading platforms:

  • Equity, ETF, and Mutual Funds
  • Fixed Income
  • Options

In-House Portfolio Management and Reporting:

Advantage Investing utilizes the Morningstar Office platform in order to provide investment portfolio tracking, management, and reporting for our clients.