PortfolioIA is a Nashville-based investment advisory firm founded by an experienced industry professional with over 30 years of expertise in sales, management, product development, and operations. Specializing in wide diversification and long-term performance analysis, PortfolioIA aims to help clients achieve their investment objectives by providing custom-fit solutions and evaluating individual goals at no initial charge.
As an independent firm affiliated with Silver Oak Securities, PortfolioIA offers access to a wide range of investment options from major firms, insurance companies, and custodians. With a focus on choices that best suit the investor, whether fee-based or commission-based, PortfolioIA emphasizes the importance of understanding the history of performance and building sustainable retirement income. Securities and registered investment advisory services are offered through Silver Oak Securities, Inc., with brokerage accounts held at Charles Schwab Co., Inc.
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