Martello Investments is an investment advisor based in
Norfolk, Virginia. We are a fee-only advisor and a fiduciary
with an honest mission: to build better investment portfolios
for our clients. We offer private wealth management services
to individuals, institutional investors, companies, and
trusts. Our strategies combine low-cost exchange-traded funds
with advanced technology and active management designed to
intelligently manage investor capital.
We understand that there is no "one size fits all" investment
approach, and that every investor has unique goals. We also
know that you want more than just portfolio management from
your advisor and that your portfolio is more than just a
collection of investments. An investment portfolio represents
a lifetime of hard work, dreams for the future, and financial
security. We strive to help clients reach their many goals. We
value our personal relationships with investors, and strive to
provide transparency, liquidity, competitive fees, and our
constant availability and attention.
Choosing a financial advisor doesn't have to be stressful. If
you're interested in learning more about us, give us a call to
set up a no-pressure, free consultation.
|Firm Start Year:||2017|
|States Licensed in:||VA|
|Number of Years with Current Firm:||1|
|I work with the following types of clients:||Individual Investors , Businesses , Non-Profit Organizations|
|Investment Types:||Alternative Investments , Stocks , Mutual Funds , Bonds , Options & Futures , Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||At my office , Via email , Via phone , At your office , At your home , Video Conference|
|Qualifications & Memberships|
|Financial Organization Memberships:||CFA Society Virginia|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation and Fees|
|Fee Structure:||I am a Fee-Only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets|
|Fee % Based on Assets:||1.00|
|Master of Business Administration - Finance||
William & Mary - Williamsburg, VA
|Bachelor of Arts - International Relations||
Rollins College - Winter Park, FL
This website is not an offer to, or solicitation of, any potential clients or investors for the provision by Martello Investments, LLC of investment management, advisory or any other related services. No material listed on this website is or should be construed as investment advice, nor is anything on this website an offer to sell, or a solicitation of an offer to buy, any security or other instrument. Links from this website to third-party websites do not imply any endorsement by the third party of this website or of the link; nor do they imply any endorsement by this firm of the third-party website or of the link.
Artie is responsible for Martello's investment activities including portfolio management, strategy development, and supervision of the firm's research efforts.
Prior to founding Martello, Artie was an Analyst with Vantage Consulting Group. At Vantage, Artie created strategies for the firm's asset management projects including fundamental models and systematic trading programs. In this capacity, he developed and managed the Vantage Tactical Fixed Income strategy, an ETF-based allocation program. Artie was also an Analyst in Vantage's investment consulting practice, where he worked on the investment team servicing institutional client accounts. In this role, Artie was responsible for portfolio analysis, risk monitoring, strategy recommendations, and investment research.
Artie holds an MBA from the Mason School of Business at the College of William and Mary and a BA from Rollins College in Winter Park, Florida. He earned his Chartered Financial Analyst designation in 2016 and is a member of both the CFA Institute and the CFA Society Virginia.
757-337-3599 ext. 403
Charlie serves as the head of operations for Martello. In this role, he oversees trading and technology of the business, including the development of Martello's custom software. Charlie previously served as the Director of Technology at Vantage Consulting Group, where he played a key role in asset management ventures. Charlie's Vantage client relationships included institutional asset managers, a fund of emerging hedge funds, and a first-loss capital pool. For these clients and others, Charlie developed risk management and oversight systems, portfolio optimization strategies, and tools for forensic analysis of quantitative investment strategies. Charlie is a registered representative for Martello Investments, LLC and holds the Series 65 license. Charlie is a CIPM® certificant and a member of both the CFA Institute and the CFA Society Virginia. Charlie graduated from Clemson University in 2004 with a Bachelor of Science degree in Compute
|Mon.||9:00 AM - 7:00 PM|
|Tue.||9:00 AM - 7:00 PM|
|Wed.||9:00 AM - 7:00 PM|
|Thu.||9:00 AM - 7:00 PM|
|Fri.||9:00 AM - 7:00 PM|