Marietta, GA Office

NTV Asset Management provides investment management and advisory services to individuals, trusts, estates, charitable organizations and small businesses, managing roughly $67.5 million across about 56 client relationships. The firm offers both discretionary and non‑discretionary portfolio management, periodic reviews and consultative financial planning, and it provides a timing service specifically for clients using its passive portfolio on request.

The firm follows a hybrid approach influenced by modern portfolio theory: it emphasizes prefunding near‑term spending with cash or laddered bonds and allocates remaining assets according to a risk score derived from a licensed Nitrogen questionnaire and a written investment policy statement. Portfolios may be actively managed or index‑based, with the passive strategy using a Schiller valuation model plus moving‑average technical signals to generate buy/sell overlays; available investable vehicles include ETFs, mutual funds, individual equities, options and private placements.

Noteworthy features relative to peers include an affiliation with an accounting and tax‑preparation firm owned by the same principal, and an uncommon level of involvement with private placements — the firm states it negotiates reduced fees and may waive commissions on such offerings. As a small adviser, NTV emphasizes individualized documentation (including net‑worth evaluations) and maintains formal business continuity and information‑security programs to support its customized client relationships.