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Investment Services

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We work with our clients on a one on one basis in order to learn how much risk a client is willing to take in their investments, how long a client plans to invest their money, and what the client wants to do with their money. We then design a portfolio for the client to try to minimize the impact of fluctuations in the stock market while attempting to ensure their goals.

You can count on us as your advisor to do the following, as we work with you in drafting and implementing your investment plan:

  • Help you look at your total portfolio (including your 401k and other investments, not just your investments with AIM) so you can see the whole picture
  • Analyze cash needs and help you gain access when needed 
  • Hold regular meetings with you to ensure you understand your investments
  • Collaborate with any other professional you may work with
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Investment Services at Advantage Investment Management