Old Ivy Rd., Atlanta, Georgia 30342, US


Independent, fee-only, Registered Investment Advisor

An experienced, boutique financial advisory firm providing financial planning and professional investment management services.

Our Commitment to You
Investment Management

Your funds will be invested through a separately managed account in accordance with your investment objectives and risk tolerance.

Liquid Investments

Your assets are invested in highly liquid assets—stocks, bonds, ETFs and mutual funds.  No margin debt is used and there is no lock-up period so you can withdraw funds if a liquidity need arises. {1}

Secure Login

You can securely login to the Custodian’s website or to the private portal provided by Old Ivy as often as you like to review your accounts, reports and other correspondence.

Quarterly Reports

You will receive a quarterly letter which will review investment performance and provide our current market outlook.


I founded Old Ivy Asset Management in 2018 and am the firm’s Chief Investment Officer.  My professional investment career began in early 2000, at the peak of the Dot.Com bubble and continues today over two decades later.  Prior to Old Ivy Asset Management, I spent 18 years as a portfolio manager/analyst...

Acting in Clients’ Best Interests

As a fiduciary, we are bound to always act in clients' best interests.  Unlike brokers who are paid commissions for generating transactions in securities, and who may be incentivized to churn client accounts, Old Ivy charges a set fee.  There are no conflicts of interest nor any proprietary products. 

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The views provided on this web site are intended to provide the investor with an introduction to Old Ivy Asset Management, LLC (“Old Ivy”). Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security, or as an offer to provide advisory services by Old Ivy in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax or other advice, nor should be relied upon in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. A copy of Old Ivy’s current written disclosure statement discussing Old Ivy’s business operations, services, and fees is available from Old Ivy upon request or by visiting www.AdviserInfo.sec.gov.

1. If investments are liquidated to generate funds for withdrawal, a capital gain or loss may result.