Andy Martin is an investment industry product developer, researcher, writer, public speaker, and advisor. He created a variable annuity sub-account which was ranked in the top 25 in asset growth for its category for the first two years of operation and is on four major insurance company ...more

Andy Martin is an investment industry product developer, researcher, writer, public speaker, and advisor. He created a variable annuity sub-account which was ranked in the top 25 in asset growth for its category for the first two years of operation and is on four major insurance company platforms, a '40 Act mutual fund, a unit investment trust, public models, and structured notes. Martin is author of Dollarlogic: A Six-Day Plan to Achieving Higher Returns by Conquering Risk, foreword by Arthur Laffer, PhD., published by Career Press. See www.dollarlogicbook.com. He formed 7Twelve Advisors, LLC with his partner Craig Israelsen, PhD (the creator of the 7Twelve strategy) in 2008. He develops state of the art balanced fund products that employ the 7Twelve strategy and bond fund products that employ Martin's unique design called 3Twelve Total Bond--which may be the first bond strategy with each major taxable fixed-income category. His research on 3Twelve can be found on www.advisorperspectives.com. He also runs a wealth management practice with his company PortfolioIA. ​ (Securities and Registered Investment Advisory Services offered through Silver Oak Securities,Inc. Member FINRA/SIPC. 7Twelve Advisors, LLC is not an investment advisor. PortfolioIA, Silver Oak Securities, Inc., Schwab, and 7Twelve Advisors, LLC., are unrelated entities.) His research is published in major trade periodicals, has been quoted by the Wall Street Journal, CNBC, Barron's, and other national news sources, and key noted to large investor and trade groups nationally about effective investment management. Martin is a former member of the Investment Company Institute, Small Funds Committee in Washington, DC. (3rd party posts are the responsibility of their authors. The opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only-not intended to provide tax, legal, or investment advice.)less