FINANCIAL ADVANTAGE Overview
Financial Advantage Inc. is an investment advisor that manages 320.4 MM dollars in regulatory AUM and has 12 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/20. The fund's latest filing disclosed 105MM in positions, representing 33% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/20. The fund's latest filing disclosed 105MM in positions, representing 33% of the manager's regulatory AUM.
FINANCIAL ADVANTAGE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FINANCIAL ADVANTAGE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GLD | 11.24% | ETF | -4.25% | -0.81% | 0 | 17% | ||
| IGV | 10.95% | ETF | 5.21% | -0.4% | 0 | 4% | ||
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FEATURED IN
FINANCIAL ADVANTAGE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| J M. Martin | Chief Investment Officer | July-1987 |
| Lyn A. Dippel | President/Chief Compliance Officer | January-2007 |
| Curtis R. Gross | Treasurer | January-2013 |
| Andrew L. Smith | Chief Technology Officer | January-2014 |
FINANCIAL ADVANTAGE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FINANCIAL ADVANTAGE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our investment strategies and advice may vary depending upon each client's specific financial situation. As such, we determine investments and allocations based upon your predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, or other various suitability factors. Your restrictions and guidelines may affect the composition of your portfolio.
9
©2012 National Compliance Services 800-800-3204
Methods of Analysis
We may use one or more of the following methods of analysis when providing investment advice to you:
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such
as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for th...
Unlock Full Investment Process Description
Our investment strategies and advice may vary depending upon each client's specific financial situation. As such, we determine investments and allocations based upon your predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, or other various suitability factors. Your restrictions and guidelines may affect the composition of your portfolio.
9
©2012 National Compliance Services 800-800-3204
Methods of Analysis
We may use one or more of the following methods of analysis when providing investment advice to you:
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such
as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for th...
Unlock Full Investment Process Description
FINANCIAL ADVANTAGE Portfolio Concentration
FINANCIAL ADVANTAGE Location
10211 WINCOPIN CIRCLE
SUITE 220
COLUMBIA, Maryland
UNITED STATES, 21044-3308
SUITE 220
COLUMBIA, Maryland
UNITED STATES, 21044-3308
FINANCIAL ADVANTAGE Contact Information
Phone Number: 410-715-9200
Fax Number: 410-715-9202
Website: http://www.investfai.com/
Fax Number: 410-715-9202
Website: http://www.investfai.com/
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Disclaimer
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