How we're different
The investment industry tends to silo its recommendations, such as you need stocks for growth and bonds for income. Instead, almost every portfolio needs wide diversification to safely achieve your objectives, because you never know what asset class will perform well.
It is also important to know the history of performance of what you are investing in and how well it has done over long periods, through recessions, interest rate increases, inflation, bear markets, etc.
This is my specialty. I have been an investment writer and researcher since I began in the industry and am most interested in finding the best custom fit.
If you are interested, please contact me, and we can evaluate your goals to determine if there is a way I may help you. There is no charge for this initial evaluation.
Office at 10 Burton Hills Blvd, Nashville, Tn
The Advisors' Advisor
Andy Martin, has hired and managed scores of advisors in his career, wrote an award winning book about investing, and writes for the industry's premier trade press for advisors. His research has been published in Advisor Perspectives, Rep., Advisorpedia, and National Review. He has been quoted in CNBC, Barron's, and The Wall Street Journal. He has spoken to thousands of investment advisors all around the U.S. about best practices, diversifying investment portfolios, and asset management.
He is the founder of Portfolio Investment Advisors, has worked in sales, management, product development, and operations for over 30 years after starting with Merrill Lynch in NYC. He earned a B.B.A. in economics (Belmont University) and a MLAS (Vanderbilt University), series 7, 24, 53, 63, 66 securities licenses, and Life/Health Insurance licenses.
Andy wrote the award winning Dollarlogic: A Six-Day Plan to Achieving Higher Returns by Conquering Risk, foreword by Arthur B Laffer, Ph.D. Dollarlogic disproves the belief that Risk = Reward, and shows how to build a more sustainable long-term retirement income.
Being independent Andy has access to virtually every major investment firm, insurance company, and custodian. For fee-based accounts he clears through Charles Schwab who manages $10.3 trillion in client assets as of February 2025.
Client Focused
Tailored investment plans for individual needs.
★★★★★
Portfolio IA (Portfolio Investment Advisors) 10 Burton Hills Blvd, Suite 400 Nashville, TN 37215
For U.S. residents only. Products and services may vary by state and are not all securities-related. PortfolioIA is a marketing name, not a registered entity. Investment recommendations are not guaranteed to meet objectives.
Securities and advisory services offered through Silver Oak Securities, Inc., Member FINRA/SIPC.
Brokerage accounts held at Charles Schwab & Co., Inc., Member FINRA/SIPC.
Investments are not FDIC-insured, bank-guaranteed, or deposits—they may lose value. Fund prospectuses contain important information about objectives, risks, charges, and expenses. Please read them carefully before investing.Portfolio IA, Silver Oak Securities, and Charles Schwab are unaffiliated. We are not responsible for the content of external links, including newsgroups and resources.
ThE testimonial was given by a client who was not compensated. The testimonial is not representative of the experiences of all clients and there is no guarantee of future performance.
Diversification does not ensure gains or prevent losses.
Tax implications should be reviewed with a qualified advisor. We are not tax or legal advisors.
Investment calculators use hypothetical scenarios and do not reflect individual circumstances.
Use of calculators implies understanding and acceptance of associated risks and terms.
