Company Information

Get to know 7twelve advisors, llc

7twelve advisors, llc is a registered investment advisory firm founded by Craig L. Israelsen, Ph.D. The company's core philosophy is built around the 7Twelve® Portfolio, a strategically diversified investment model that allocates across 12 distinct asset classes to manage risk and enhance returns. The firm provides discretionary portfolio management and advisory services to a clientele that includes individuals, high-net-worth individuals, pension plans, and corporations, aiming to simplify the investment process through its structured, evidence-based approach.

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7twelve advisors, llc

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.