Who we are: Advantage Investing, Inc. is a registered investment advisor firm with offices in Chesapeake, VA and Coral Gables, FL. We began operations in March of 1997. Our principal owner is Mr. Ronald A. Wright, CFA. Mr. Wright oversees all of the daily operations of the company and is solely responsible for managing our client’s investment accounts. What we do: Advantage Investing specializes in managing investment accounts for our clients. We construct an investment portfolio that is tailored to the specific needs of each of our clients, and then we monitor and maintain those portfolios on an ongoing basis. We use many different types of investment securities in order to accomplish this, including but not limited to stocks, bonds, mutual funds, and exchange traded funds (ETF’s). We may also use options contracts and other derivative securities if and when it is appropriate. We use an active investment management philosophy, which means that we may place trades (buys and sells) in our client’s accounts on a fairly regular basis. By doing so, we seek to make sure that our client’s investments are properly positioned to take advantage of our forecast for the marketplace over the short to medium term timeframe, which is generally one to three years. (Please see item 8: Methods of Analysis, Investment Strategies, and Risk of Loss for more detailed information) In order to tailor each portfolio to the needs of the individual, we gather information from each prospective client that helps us to assess their specific goals and objectives. This information also helps us to assess their individual risk tolerances. We also gather information about any upcoming financial needs and any unique circumstances which may affect how we manage their accounts. During this process we also discuss any restrictions

that the client may wish to place on their investments such as certain securities or types of securities; and whether or not we can accommodate any requested restrictions (please also see item 16: Investment Discretion). This information is then summarized in an Investment Policy Statement. This document governs the way that we manage each account, and it is updated as necessary to make sure that we are always looking out for our client’s best interests. The Investment Policy Statement also includes an initial investment portfolio recommendation. We build each investment portfolio from a mix of four investment strategies that we have designed, which range from conservative to very aggressive in nature. These strategies are: Bond, Current Income, Stock, and Strategic Allocation. By using a mix of these strategies, we are able to meet the goals and objectives of each individual client while also working within their unique risk tolerances. For example, if a client has a very low risk tolerance, we would recommend a portfolio that consists of only our bond and/or current income strategies. If the client has a more moderate risk tolerance and wishes to pursue a more growth-oriented posture, we may include a mix of the bond and stock strategies. If a client is very aggressive, we might include only the strategic allocation strategy. In this way, each client’s individual needs can be met through a unique combination of our four strategies. All of our client’s assets are managed on a discretionary basis, meaning that Advantage Investing has full control over the selection and timing of the investments that are made. (Please see Item 16: Investment Discretion for more detailed information regarding this authority.) As of 03/31/2024Advantage Investing had $102,150,079 in assets under management.