Asset Management

Asset management is one of the main Advantage Financial services for institutional clients. The Advantage team also provides specialized investment management solutions for financial institutions.
The Advantage Financial mission is to provide asset management services to qualified investors with results that maximize risk performance for clients.

Our Investment Philosophy

The goal of Advantage Financial investmentis to generate performance while minimizing risk borne by clients. The investment process takes a top-down approach building a portfolio with securities and financial instruments subjected to fundamental and technical analysis.
Risk management is governed by a process of risk limit definition, analyses, results measurement and tracking errors.
Approaches may vary according to risk category.