"PortfolioIA" and "MoneyMap" and "3Twelve Total Bond" are trademarks. All strategies, models, adaptations, and products created from said intellectual property are the sole ownership of Andrew D Martin.
 
This web site is intended to provide general information about PortfolioIA. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. Neither Andrew D Martin, nor PortfolioIA guarantees the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
 
PortfolioIA will provide all prospective advisory clients with a copy of Silver Oak Securities' current Form ADV, Part 2 prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at anytime, you can view our current Form ADV, Part 2. In addition, you can contact us to request a hardcopy. If you have any questions regarding Compliance and Regulatory information, please contact us at contact@portfolioIA.com.

PortfolioIA (Portfolio Investment Advisors)
One American Center
3100 West End Ave Suite 930
Nashville, TN 37203​ 
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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. 

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

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

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

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

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