"Perhaps the smartest thing an ordinary investor can do is to engage in periodic rebalancing of a diversified portfolio."
Burton Malkiel, PhD, author A Random Walk Down Wall Street
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.
Andy Martin
Andy Martin is an investment industry researcher, product developer, public speaker, writer, and advisor. He is President of 7Twelve Advisors, LLC. 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.