It is Advantage Investing’s goal to make sure our clients are always in the most appropriate investments for their specific needs and goals at all times . This means investing for each individual client to obtain the maximum return with the least amount of risk possible. To accomplish this task, a combination of three different types of analyses are utilized:
•Portfolio Analysis – making sure that each portfolio has the proper asset allocation for the specific needs of the client with respect to the current investing environment.
•Fundamental and Economic Analysis – determining where the best prospects for profitability are now and will be in the future, and how to minimize the risks in investing at any given time.
•Technical Analysis – using advanced mathematical models to determine the best buy and sell points once an investment direction has been determined.
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