Martello Investments, LLC | Financial Advisor in Norfolk ,VA

201 E. City Hall Ave
Suite 700
Norfolk, VA 23510
Phone: (757) 337-3599

About

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.

6 Years of Experience



General Information
Firm Start Year:   2017
No.of Employees:   2-4
States Licensed in:   VA
Number of Years with Current Firm:   1
I work with the following types of clients:   Non-Profit Organizations , Businesses , Individual Investors


Services
Investment Types:   Stocks , Mutual Funds , Exchange Traded Funds (ETFs) , Options & Futures , Alternative Investments , Bonds
I can meet clients in the following ways:   At your office , Via phone , At my office , At your home , Video Conference , Via email


Qualifications & Memberships
Financial Organization Memberships:   CFA Society Virginia


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   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 & 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


Education
Master of Business Administration - Finance  William & Mary - Williamsburg, VA
2010-2012

Bachelor of Arts - International Relations  Rollins College - Winter Park, FL
2007-2010



FAQs

  • Do you have a customer satisfaction or refund policy? We encourage all of our clients to send us any and all feedback so we can be sure we deliver the best client experience possible. While we completely stand behind our investment results, we do not offer refunds on our investment management services.
  • What services do you provide? What are your specialties? With Martello Investments, our team provides you with the individual attention you deserve. We specialize in algorithmic investment strategies that are designed to remove the emotion from investing while being adaptive and responsive enough to limit (but not eliminate) investment losses.
  • What is your experience? How many clients do you currently manage? Our team has extensive experience in the investment industry. Artie is a Chartered Financial Analyst® charterholder and Charlie is a CIPM® certificant. Both Artie and Charlie worked a combined 20 years in institutional pension consulting prior to starting Martello. In that business, Artie and Charlie helped design and implement asset allocations and investment strategies for Fortune 500 companies, nonprofits, and trusts.
  • What financial institution(s) do you represent? We do not represent any financial institutions. We are an independent registered investment advisor.
  • How do you charge for your services? We generally charge a management fee based on your account value. Typically, our management fee is 1.0% per year. We also focus on minimizing the "hidden fees" charged to your portfolio; our preferred custodian does not charge account custody fees and we utilize low-cost exchange traded funds in our strategies.
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DISCLOSURE


DISCLAIMER

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.

Arthur Grizzle

Arthur Grizzle

CFA

Biography


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.

My Team


Charles Culver
Charles Culver

Co-founder/Partner

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 ...more


Office Hours

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

Social Networks


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