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.
