We are an independent Registered Investment Advisor based in Tennessee.   We provide prudent investment management and advisory services to private individuals and their corporate entities.  We focus on growing the wealth of our  clients through prudent management and tax advantaged services to help create long-term value.  While our roots are from the west coast, we have many client all over the nation. 

Independent

Independent Registered Investment Advisors are professional firms that provide personalized financial guidance and direction to their clients, many of whom have complex financial needs. Because we are independent, we are not tied to any firm, particular families of mutual funds or investment products. As fiduciaries, we are held to the highest standard of care, and are required to act in the best interests of our clients at all times. We are registered with the Securities and Exchange Commission.

Fiduciary

A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interest first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict of interest, to their clients prior to and throughout the advisory engagement. Fiduciary advisors adopt a code of ethics and fully disclose how they are compensated.

Comprehensive

We work with clients to create integrated, efficient and personalized financial strategies and solutions. Clients with complex needs trust us to carefully examine and streamline their financial lives by ensuring that all the moving parts fit together and are working efficiently. In helping clients grow, preserve and transfer wealth, we tend to the details without ever losing sight of the big picture. Our consultative approach creates blueprints that our clients can use to rally all their professional advisors to pursue comprehensive, agreed-upon goals.

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

Our Founder & President

Kurt Stabel founded Andorra Investment Management, a Registered Investment Advisor and is the firm's president. Please click the button below to learn more about him:

We work with a wide variety of individuals and families, trusts, foundations, small companies and retirement plans. Many business owners and small companies underutilize SEP IRAs and Defined Benefit Plans. Defined Benefit Plans can be powerful tools for professionals to save on current taxes and build substantial retirement dollars. Business owners and self-employed individuals often under-save and put off planning for retirement. There are many tax-advantaged tools that we can help you employ to defer taxes. Whether you are planning for retirement or already retired, we can help.

We also have a special understanding of the financial needs of fire fighters and police officers in Los Angeles and Orange Counties: Andorra Investment Management is fully versed in the specialized areas of deferred compensation, Deferred Retirement Option Plans (DROP), as well as the overall planning for and managing of Police and Fire Department pensions.

Andorra Investment Management is an independent and privately held Registered Investment Advisor headquartered in Tennessee. The firm was founded with simple overarching goals in mind; provide unbiased, conflict free, independent financial advice and investment management services to our clients. Andorra was founded by Kurt Stabel.

These goals drive us to seek out solutions for our clients that serve their best interests. Our long background in financial markets makes us careful stewards of capital and wary of following the flavor of the month. We have a strong sense of personal responsibility and strive to create long-term value for our clients.

More that just a name, Andorra is a small country in Europe that has a long history of independence in Continental Europe. In the past, the country's reputation as a financial haven with strong banking secrecy laws have made it a destination for international wealth. While other countries such as Switzerland and Liechtenstein have garnered more tax scrutiny in recent years, Andorra continues to enjoy a reputation as a low profile offshore financial center.