Reliability through Trusted Partnerships
Our mission is to assist Canadian investors in diversifying some of their portfolio into private investments opportunities and move their public mutual fund investments over to professional Portfolio Management that traditionally has better performance at lower fees.
K. Ziolkoski
Advantage Investment was created to use our extensive financial knowledge and trusted relationships to create filtered strategies that will maximize results for our clients.
OUR 3 “R” Advantage:
- Reducing volatility in investor portfolios
- Reducing Fees while increase performance on public market investments
- Reducing taxable income
Combining our extensive expertise in the private capital markets with the proven track record of our Portfolio Management partner services give us the Advantage over other firms. Combining these two, along with our various tax product strategies, allow us to accomplish this 3 “R” Advantage.
Institutional investors, like pension and university endowment funds, are some of worlds smartest investors and many have allocated a large amount of their portfolio to private investments. As of 2020, our very own Canada Pension Plan has over half of their assets allocated to private investment opportunities, which has helped them generate a return of 11.1% per year over the last 10 years (CPP Annual Report).
Benefits of Private Investments
- Diversification into an asset class with a low correlation to the public markets
- Can provide both cash flow distributions and profit participation on growth
- Can be backed by tangible assets
- Direct access to Owners and Executives
- Minimums starting as low as 10k to invest in multi-million dollar projects
- Management may have “skin in the game”
- Registered account eligible (RRSP/TFSA/RRIF)
- Regulated industry
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What is the Exempt Market?
Private Capital Market (often referred to as “Exempt Market” or Alternative Investment) investing offers investors an opportunity to diversify their investment portfolios into assets not commonly offered in traditional institutions. Private investments place capital in mortgage pools, real estate, asset-backed securities, debt offerings and equity in private companies.