Business Consultation

Portfolio Investment Advisors

It starts with listening...

 

My job is to make your life easier and to help solve your problems, whether they are organizing your finances and estate better, trying to get a higher monthly income, saving for retirement, or maybe just knowing what NOT to do--

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Please call or email me and let's chat. 

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-Andy Martin

MoneyMap™

 A proprietary program that helps us become an expert not in the markets, or trading, or economic forecasts, but of you or your company.

 

MoneyMap™

 A proprietary program that helps us become an expert not in the markets, or trading, or economic forecasts, but of you or your company.

 

Services

  • Portfolio management

  • Corporate and individual retirement plan management

  • ​Creation of Investment Policy Statement

  • Net worth and consolidated statements​ (not to replace brokerage statements)

  • Document security and storage

 

PortfolioIA (Portfolio Investment Advisors)​
10 Burton Hills Blvd, Suite 400
Nashville, TN 37215
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This site is published for residents of the United States only. Not all of the products and services referenced on this site may be available in every state. Nor is every product and service on this site a securities product. PortfolioIA is a marketing name only and not a registered business, nor is it required to be registered with any local or state authority. There is no assurance that any investment recommendations will achieve their objectives. 

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Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC.

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Brokerage accounts held at TD Ameritrade Institutional, Division of TD Ameritrade, Inc., Member FINRA/SIPC​. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank

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Institutional advisor services only available through 7Twelve Advisors, LLC. 

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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PortfolioIA, Silver Oak Securities, Inc., TD Ameritrade, Inc., and 7Twelve Advisors, LLC., are unrelated entities.

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