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Independent wealth management firm scored an A+ in multiple categories
May 13, 2022
Please read the important disclaimers at the bottom of this post. Past performance is not indicative of future results. Not a recommendation to buy or sell securities. Nothing in this presentation is intended to be construed as investment advice.

Norfolk, Virginia, United States (April 28, 2022) - Martello Investments, a wealth management firm headquartered in Norfolk, Virginia, is pleased to announce its recent recognition as a Top 21 Financial Advisory Firm in Hampton Roads and Norfolk by Expertise.com.

Expertise.com, a database of top service professionals across the U.S., identified and scored 74 financial advisors in Hampton Roads, including Norfolk, Virginia Beach, Newport News, Hampton, and Portsmouth. The list was narrowed to the top 21 advisors based on 25 variables across five categories: availability, qualifications, reputation, experience, and professionalism.

To rank the companies, Expertise.com hired mystery "shoppers" who anonymously contacted the firms and evaluated them based on several categories. The firms who responded quickly, answered questions thoroughly, communicated politely and professionally, and demonstrated outstanding financial expertise and experience scored highest among the list.

As a result, Martello Investments scored an 'A+' in professionalism, responsiveness, friendliness, helpfulness, and detail. The score demonstrates the firm’s dedication to providing best-in-class service to its clients.

“We’re very proud to be recognized by expertise.com as a top financial advisory firm in the Hampton Roads area,” said Arthur Grizzle, founder and managing partner at Martello Investments. “Excellent client service is a core mission of Martello, so we were pleased to see our team rated very highly in those categories.”

To see the full list of the Top 21 Financial Advisory firms in Hampton Roads, as well as Martello’s full listing and detailed scores, please click here.

About Martello Investments LLC

Martello Investments LLC is an independent wealth management and advisory firm based in Norfolk, Virginia, serving clients across the country. The firm was established in 2017 by Arthur Grizzle, CFA and Charles Culver, CFP®. Martello’s investment services include retirement portfolio strategies, multi-generational investing, and values-based portfolios. Along with investments, the Martello team focuses on all aspects of a client’s financial well-being through evidence-based comprehensive financial planning. Martello’s independent structure and fiduciary commitment means client needs are prioritized every step of the way. For more information, visit www.martelloinvestments.com.

important disclaimers

The information contained in this presentation is qualified in its entirety by the following disclosures which must be read in conjunction with the presentation. The presentation is intended for sophisticated investors for informational purposes only and is not intended to constitute investment advice or recommendations by any party. Unless otherwise indicated, information, data, strategies and opinions included in the presentation are provided as of the byline date and are subject to change without notice. In accordance with relevant SEC advertising regulations, a full list of trades and investment recommendations is available upon request. Past performance is not a guarantee or a reliable indicator of future results. The views and strategies described herein may not be suitable for all investors. You should consult your financial advisor regarding such matters. The material contains the current opinions of the author, and such opinions are subject to change without notice. Forecasts, estimates, and certain information contained herein are based on proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. This material contains information that has been prepared from original sources and data believed to be reliable. However, no representations are made to the accuracy or completeness thereof. Investing involves a variety of risks and may be only appropriate for sophisticated persons who can afford a loss of all or a substantial portion of their investment. No part of this material may, without advance written consent, be copied or duplicated in any form by any means. There can be no assurance that any client’s investment objective will be achieved or that a client will not lose a portion or all of its investment account. The investment return and principal value of any investment will fluctuate over time. No chart, graph, or other figure provided should be used to determine which investment strategies to use or which securities to buy or sell. No figure above should be taken as a recommendation or endorsement of a specific security, sector, or strategy. References to market or composite indexes, benchmarks or other measures of relative market performance over a specified period of time are provided for information only and do not imply that any client account will achieve similar returns, volatility or other results. The composition of an index may not reflect the manner in which a client’s portfolio is constructed in relation to expected or achieved returns, portfolio guidelines, restrictions, sectors, correlations, concentrations, volatility or tracking error targets, all of which may change over time. An index’s performance does not reflect the deduction of transaction costs, management fees, or other costs which would reduce returns. You cannot invest directly in an index.

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Martello Investments, LLC
201 E City Hall Ave., Suite 700
Norfolk, VA 23510
(757) 337-3599
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