Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners (TVAMP) is an independent registered investment adviser headquartered in Knoxville, Tennessee. Founded in 2010, the firm provides wealth management, financial planning, and investment advisory services primarily to individuals, families, and small institutions. TVAMP’s team consists of licensed financial planners and support staff, serving clients across the Tennessee Valley region and beyond.
Investment Strategy
TVAMP constructs and manages diversified investment portfolios for its clients, with a focus on long-term growth and risk management. The firm employs a blend of passive and active investment strategies, using a broad range of exchange-traded funds (ETFs), mutual funds, and individual securities. TVAMP emphasizes asset allocation tailored to each client’s goals, risk tolerance, and time horizon, regularly rebalancing portfolios as market conditions and client circumstances change. The firm's investment philosophy is built on disciplined planning, transparency, and client education.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 36.29% | $142.9M | 1,966,408 | $49.85 | $72.69 | +$16.9M |
V VTI | VANGUARD INDEX FDS | 10.71% | $42.2M | 138,803 | $267.01 | $303.93 | +$486.9K |
S SPYV | SPDR SERIES TRUST | 9.46% | $37.3M | 711,937 | $42.96 | $52.34 | +$2.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.62% | $22.1M | 45,555 | $270.79 | $485.77 | -$1.7M |
S SPTL | SPDR SERIES TRUST | 4.81% | $19.0M | 713,511 | $28.06 | $26.58 | -$312.6K |