Our methodology
Everything we do is consultative, our goal is to be an expert of you.
1) We gather to talk about your objectives
2) We fill out the MoneyMap questionnaire
3) We develop a one-page Action Plan
4) We review priorities from the Action Plan
5) We put plans into action
6) We oversee the progress
7) We celebrate!
Little White Wave by James B Martin, my father
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.
