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230 Second Street SE, Suite 200 Cedar Rapids, IA 52401
Phone: 319.366.7300 Toll-Free: 800.235.4770 Fax: 319.862.0754

Investment Platform

AFG’s wholly owned subsidiary, Advantage Investment Management (AIM), a SEC Registered Investment Advisor, encourages the use of a customized investment platform designed to diversify assets for your clients within a much broader range of investment vehicles to seek an improved “risk adjusted” return.

AIM employs the mechanisms needed to help fulfill your fiduciary duty via our “middle office compliance assist,” our investment policy committee and our customized client engagement letters. This combination of resources provides both you and your clients the documentation and mediums needed to pursue their goals. The platform also provides the perfect combination of sophistication and ease, allowing you to save time and focus on what is most important—building client relationships by representing their best interests. AIM’s sophistication can be seen in its asset management and reporting tools—like an institutional manager, you are able to build and manage model portfolios specifically for your clients’ interests.

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