​​502-212-3000

​​​PERSONAL & BUSINESS WEALTH DESIGN 

Wealth Management Services

Many companies have liquid assets that are earning little or no interest. For companies that need their cash to remain accessible, we help companies position those assets so that they deliver a competitive rate of return. However, if a company has cash available which they do not need for the immediate future, We manage stock and bond portfolios which allow for businesses to receive a portion of the earnings on their investments.




Wealth Management Services at Advantage Investment Management