7twelve Advisors, LLC

7Twelve Advisors, LLC is a registered investment advisor founded in 2008 and based in Nashville, TN. The firm specializes in providing investment advisory services to institutional clients through the 7Twelve Balanced Portfolio and other investment products. The firm's investment strategy involves utilizing the 7Twelve asset allocation model, which allocates assets among seven broad asset classes and twelve subcategories. 7Twelve primarily offers investment management services to the 7Twelve Balanced Portfolio, an open-end registered investment management company, and provides Model Management services through proprietary models managed on an internet-based platform. For the 7Twelve Balanced Portfolio, the firm charges an annual investment management fee of 0.15% of average daily assets. Additionally, for Model Management services, a fixed annual fee of up to 0.50% based on the average daily balance of assets is charged. The firm does not participate in soft dollar programs and does not receive compensation for recommending brokerage accounts. 7Twelve exercises investment discretion over client accounts, with trades made in accordance with each client's investment objectives and goals. The firm does not charge performance-based fees and does not engage in custody of client accounts. Clients are encouraged to review the firm's Privacy Policy, which outlines how personal information is collected, shared, and protected. For further information, clients can contact 7Twelve Advisors directly at (615) 341-0712 or via email at [email protected].