Tennessee Valley Investment Management

Tennessee Valley Investment Management provides discretionary portfolio management, investment consultations, and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement plans. The firm’s services include ongoing asset management as well as ad hoc financial advice and planning, and it may implement strategies using mutual funds, ETFs, individual securities, debt instruments, and partnerships.

The firm structures client relationships through a Private Client Profile that documents objectives, constraints, and risk tolerance, and it employs a mix of fundamental, technical, charting, and cyclical analysis supported by third‑party research. Accounts are monitored daily and reviewed on a weekly and quarterly cadence, with portfolio implementation primarily managed on a discretionary basis and trade aggregation used when appropriate.

Compared with many peers, TVIM highlights hands‑on advisory work in special situations — such as closely‑held securities, business or real estate ventures, and partnership investments — and typically executes trades through a Schwab master account arrangement while receiving platform research and services. The firm reports a concentrated client base (just over $10.6 million in assets across about 33 client relationships) and does not assume proxy‑voting authority for client securities, leaving voting responsibility with clients.