Tennessee Valley Investment Management

Overview

Tennessee Valley Investment Management is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm charges both an asset-based fee and hourly fees, and it manages client assets on a predominantly discretionary basis. Investment activity is centered on equities—primarily exchange-traded instruments—while the firm also sources third-party alternative managers for less liquid, yield-oriented opportunities. Tennessee Valley Investment Management does not operate as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Client relationships are handled with a high-touch approach consistent with the firm’s size: modest client counts allow for individualized planning and custom portfolios where appropriate. Custody and trading are concentrated at Charles Schwab & Co., Inc., which supports the firm’s use of exchange-traded strategies and separate account structures.

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Public Holdings

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Location & Offices