Avantia

Avantia Investment Services, LLC is a Washington limited liability company founded in 2016 by Trevor J. Cobb. The firm is registered as an investment advisor with the State of Washington and has applied for registration with the U.S. Securities and Exchange Commission. Avantia offers custom-tailored Wealth Management Services, including discretionary portfolio management, financial consulting, and coordination with legal, accounting, and insurance advisors. Clients grant Avantia discretionary authority to buy and sell securities and manage their accounts. The firm primarily uses a long-term, buy-and-hold investment strategy and may recommend options as part of its investment approach. Avantia recommends clients open brokerage accounts with Charles Schwab for best execution of transactions. The firm does not engage in performance-based fees, side-by-side management, or receive compensation for client referrals. Avantia exercises voting authority over client proxies and has adopted proxy voting policies. The firm does not hold client funds directly and has no financial conditions that would impair its ability to meet obligations. Avantia does not require advance payment of fees exceeding $1,200 per client. Clients can request a copy of the firm's proxy voting policies and procedures.