About Martello Investments, LLC.
Martello Investments, LLC. is an investment advisor based in Norfolk, Virginia. Martello provides clients with a unique suite of investment solutions ranging from individual strategies to total portfolio solutions. Though each of our strategies is different, each incorporates a systematic, tactical investment process and focus on diversification and risk management. Our strategies are available to investors of all types as well as third-party investment advisors.
Martello’s team blends experience in investment strategy, analytics, and research with technological expertise. Complementary to our investment team is Martello’s Advisory Board, which brings vast experience in many areas including institutional investments and enterprise risk management.
We utilize a systematic, disciplined investment process with a focus on innovation and careful research.
Martello combines the low-cost, transparent, and liquid features of exchange-traded funds with active strategies designed to intelligently manage investor capital.
Dedication to Our Clients
We are a fee-only advisor with an honest mission: to build better investment portfolios for our clients. We also know that investors want more than just portfolio management from their advisor. We value our personal relationships with investors, and are committed to communicating with clients frequently.
Meet the Team
Charlie previously served as the Director of Technology at Vantage Consulting Group, where he played a key role in asset management ventures. Charlie’s Vantage client relationships included institutional asset managers, a fund of emerging hedge funds, and a first-loss capital pool. For these clients and others, Charlie developed risk management and oversight systems, portfolio optimization strategies, and tools for forensic analysis of quantitative investment strategies.
Charlie was also responsible for all technology related aspects of Vantage’s operations, including writing the software package utilized by the company for the entirety of its middle- and back-office operations.
- Clemson University: B.S. in Computer Science
- CIPM designation holder
Prior to founding Martello, Artie was an Analyst with Vantage Consulting Group. At Vantage, Artie created strategies for the firm’s asset management projects including fundamental models and systematic trading programs. In this capacity, he developed and managed the Vantage Tactical Fixed Income strategy, an ETF-based allocation program.
Artie was also an Analyst in Vantage’s investment consulting practice, where he worked on the investment team servicing institutional client accounts. In this role, Artie was responsible for portfolio analysis, risk monitoring, strategy recommendations, and investment research.
- College of William & Mary’s Mason School of Business: M.B.A.
- Rollins College: B.A. in International Relations
- Chartered Financial Analyst charterholder
Mark is the Chairman and CEO of Vantage Consulting Group. At Vantage, Mark is responsible for investment strategy, due diligence, and he shares portfolio strategy responsibility with the CIO. He began his career at Virginia National Bank, where he ultimately rose to CIO. He was also Chairman of the State of Virginia Retirement Plan’s Investment Advisory Committee and a Trustee of the Virginia Retirement System. Mark also served as Chairman of the Alaska State Retirement System’s Investment Operations Advisory Committee, and as a member of the CME’s Advisory Committee on Managed Futures.
Mark currently serves as a Principal of the Managing Member of New Ventures I, a biotechnology venture fund, and New Ventures Select, a pharmaceutical royalty fund. He also serves as an Independent Director on the Legg Mason Partners Fund Board and on the board of Cibus Global, a biotechnology firm focused on non-transgenic agricultural crop breeding.
Mark taught investments at the University of Virginia’s Darden School of Business and on the adjunct faculty at the Mason School of Business at the College of William & Mary, where he also received his MBA.
Bill was an Organizer and Founding Director of Square 1 Bank and Square 1 Financial, Inc. (NADSAQ: SQBK), a venture-capital focused banking company, which was acquired by PacWest Inc. in 2015 for $849 million. He served as Audit Committee Chair throughout the bank’s entire existence, including through the IPO and sale processes.
Appointed by the U.S. Treasury, he was a Director and Audit Committee Chair of First Security Group, Inc. and FSGBank, NA (FSGI) from 2012 to 2015 when it was acquired by Atlantic Capital Bank.
Bill is retired from the U.S. Treasury, where he held a variety of roles including Director of Banking Relations for the Office of the Comptroller of the Currency (OCC). He holds a B.S. in Business Administration from East Carolina University. He also holds a Graduate Certificate in Banking from Louisiana State University and a Graduate Certificate in Public Policy from The Federal Executive Institute.