Case Study

Frantzen Capital Management, Inc.

Frantzen Capital Management, Inc.

“Outsourcing to Advent OnDemand® saves us from employing two or three more people. ” Eric Frantzen, CEO and Portfolio Manager, Frantzen Capital Management Client Story Advent OnDemand Advent Portfolio Exchange Moxy Leveraging “Best-of-Breed” Solutions Via Advent OnDemand® To maintain their focus on a few highly disciplined growth investment strategies, Tampa-based RIA Frantzen Capital pur- posely runs a lean operational model to maximize attent

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