About Us

Andy Martin

Andy Martin is an investment industry researcher, product developer, public speaker, writer, and advisor. He is President of 7Twelve Advisors, LLC (an SEC registered investment advisor) and Registered Principal of Girard Securities, (a San Diego based broker/dealer).
 

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. He also manages a book of retail and institutional clients, some accounts of which he has managed for over twenty years. See www.dollarlogicbook.com

Andy was formerly the President of the William B. Cockroft Forum for Free Enterprise, founded by Dr Wayne L Robbins, a national educational foundation that placed Fortune 500 CEOs on college campuses to teach the free enterprise system. His research is published in major trade periodicals, has been quoted by the Wall Street Journal and other local and national news sources in televised media, and key noted to large investor and trade groups nationally about effective investment management.

Andy Martin

President

7Twelve Advisors, Inc.

DR. CRAIG ISRAELSEN is the developer of the 7Twelve Portfolio and the author of three books. His most recent book is titled 7Twelve: A Diversified Investment Portfolio with a Plan (John Wiley & Sons, 2010).


He holds a Ph.D. in Family Resource Management from Brigham Young University (BYU). Craig received a B.S. in Agribusiness and a M.S. in Agricultural Economics from Utah State University. Prior to teaching at UVU he taught at BYU and University of Missouri-Columbia.

Primary among his research interests is the analysis of mutual funds and the design of investment portfolios. He writes monthly for Financial Planning magazine and is a regular contributor to the Journal of Indexes and Horsesmouth.com.  His research has been cited in the Christian Science Monitor, Wall Street Journal, Newsweek, Forbes, Smart Money Magazine, Kiplinger Retirement Report, Advisor Perspectives, Dow Jones Market Watch, Family Circle Magazine, and Bottom Line Personal.

For more on The 7Twelve Portfolio, see Craig's site here.

Dr. Craig Israelsen

Consultant, Creator 

of 7Twelve Strategy

CLARK LIDDELL is Chief Financial Officer of 7Twelve Advisors, LLC.  Clark Holds an MS in Engineering Management from Southern Methodist University, and a BS in Aerospace Engineering from The University of Texas Austin.

Clark is an experienced business leader, with established success in a diverse set of strategic, operational and managerial roles with technology-driven enterprises. Proven innovator, with the ability to identify business process deficiencies and implement solutions that provide dramatic cost reductions and measurable business value. Accomplished manager and contributor, with notable experience implementing/operating cloud-based enterprise applications, leading M&A technology integrations and building lean, productive, globally-distributed teams


Clark Liddell

CFO

7Twelve Advisors, Inc.

Frank Serebrin is Chief Marketing Officer of 7Twelve Advisors, Inc, and President and founder of Serebrin Partners, a creative marketing agency that helps asset managers and advisors increase leads, conversions, assets, and revenue with content-driven inbound marketing and social media. Frank focuses exclusively on the asset management industry and works with RIA, independent, wirehouse, and retirement plan distribution channels.

Previously, he was a marketing distribution leader for top-tier intermediary-sold mutual fund families: SVP and Chief Marketing Officer for ING Investment Management; VP of Marketing Communications for AIM Investments; head of Institutional Marketing for William O’Neil + Company; and AVP of Marketing for Dean Witter Funds.

Frank, who has 30 years of financial services marketing experience. is a graduate of Northeastern University in Boston, Massachusetts, with an MBA in Marketing, and a graduate of the University of Minnesota with a BA in Journalism.

Frank Serebrin

CMO

7Twelve Advisors, Inc.

JAKE DOWLER  Jake is a Market Research Analyst at 7Twelve Advisors, LLC. He is also an assistant at Girard Securities. Previously, he was a research associate in a biophysics lab at Vanderbilt University. He has been published in multiple peer-reviewed journals for his research.  

Jake is a graduate of Harding University in Searcy, Arkansas with a BA in Biology and Spanish. He has extensive experience as a Spanish interpreter for medical and humanitarian relief teams.

Jake Dowler

Research Analyst

7Twelve Advisors, Inc.

Andy Martin

Andy Martin is an investment industry researcher, product developer, public speaker, writer, and advisor. He is President of 7Twelve Advisors, LLC (an SEC registered investment advisor). His research is published in major trade periodicals, and he has been quoted by the Wall Street Journal, Barron's, CNBC and other news sources.

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. Dollarlogic was 2016 winner of the 13th annual "Best Book" Awards, a Trademark of American Book Fest, in the category of Business: Personal Finance/Investing.

 

He also manages a book of retail and institutional clients through PortfolioIA (not affiliated with 7Twelve Advisors, LLC).

Martin was formerly the President of the William B. Cockroft Forum for Free Enterprise, founded by Dr Wayne L Robbins, a national educational foundation that placed Fortune 500 CEOs on college campuses to teach the free enterprise system. 

Andy Martin

President

7Twelve Advisors, Inc.

Dr. Craig L. Israelsen

Dr. Craig L. Israelsen is the developer of 7Twelve, author of three books, and consultant to 7Twelve Advisors, LLC. His most recent book is titled 7Twelve: A Diversified Investment Portfolio with a Plan (John Wiley & Sons, 2010).


He holds a Ph.D. in Family Resource Management from Brigham Young University (BYU). Craig received a B.S. in Agribusiness and a M.S. in Agricultural Economics from Utah State University. Prior to teaching at UVU he taught at BYU and University of Missouri-Columbia.

Primary among his research interests is the analysis of mutual funds and the design of investment portfolios. He writes monthly for Financial Planning magazine and is a regular contributor to the Journal of Indexes and Horsesmouth.com.  His research has been cited in the Christian Science Monitor, Wall Street Journal, Newsweek, Forbes, Smart Money Magazine, Kiplinger Retirement Report, Advisor Perspectives, Dow Jones Market Watch, Family Circle Magazine, and Bottom Line Personal.

Dr. Craig Israelsen

Consultant, Creator 

of 7Twelve Strategy

Clark Liddell is Chief Financial Officer of 7Twelve Advisors, LLC.  Clark Holds an MS in Engineering Management from Southern Methodist University, and a BS in Aerospace Engineering from The University of Texas Austin.

Clark is an experienced business leader, with established success in a diverse set of strategic, operational and managerial roles with technology-driven enterprises. Proven innovator, with the ability to identify business process deficiencies and implement solutions that provide dramatic cost reductions and measurable business value. Accomplished manager and contributor, with notable experience implementing/operating cloud-based enterprise applications, leading M&A technology integrations and building lean, productive, globally-distributed teams.

Clark Liddell

Clark Liddell

CFO

7Twelve Advisors, Inc.

Frank Serebrin does contract marketing for 7Twelve Advisors, LLC and is president and founder of Serebrin Partners, a creative marketing agency that helps asset managers and advisors increase leads, conversions, assets, and revenue with content-driven inbound marketing and social media. Frank focuses exclusively on the asset management industry and works with RIA, independent, wirehouse, and retirement plan distribution channels.

Previously, he was a marketing distribution leader for top-tier intermediary-sold mutual fund families: SVP and Chief Marketing Officer for ING Investment Management; VP of Marketing Communications for AIM Investments; head of Institutional Marketing for William O’Neil + Company; and AVP of Marketing for Dean Witter Funds.

Frank, who has 30 years of financial services marketing experience. is a graduate of Northeastern University in Boston, Massachusetts, with an MBA in Marketing, and a graduate of the University of Minnesota with a BA in Journalism.

Frank Serebrin

Frank Serebrin

Marketing Consultant

Serebrin Partners

Benjamin Lay

Benjamin Lay, Research Assistant and Admnistrative Manager for 7Twelve Advisors, LLC,  is originally from the Carolinas, where he played professional paintball - and was captain of his team. He is an experienced and accomplished photo/video editor and he lead the R&D department for several popular apps. He is also a professional dog trainer, and his "clients" have starred in many major productions. Mr. Lay manages the administration of 7Twelve Advisors, LLC including account establishment, research, and back office. He is also an assistant at PortfolioIA, an investment advisory firm.

Benjamin Lay

Research Assistant

7Twelve Advisors, Inc.

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