About Us

At Advantage Capital Strategies, we operate the Advantage SRI Partnership.  Formed in 2018, this partnership combines low cost passive investing with sector screening based on socially responsible investing (SRI) principles.  Our goal is to deliver market returns, while providing divestment from certain industrial sectors. We also provide research and advisory services on investments in both public and private markets.  

Click here to learn about our office’s carbon offsetting policy. 

Sam Broadbent

Managing Director
CPA, CMA, CIM

Matt Broadbent

Managing Director
MPA, BaH Economics

James Thai

Portfolio Manager
CFA, MASc

Jeff Szeto

Venture Advisor
CPA, CMA, MBA

Lynden Evers

Lead Analyst
BaH Economics, MBA Candidate

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