
Our History
Armor Investment Advisors, LLC was established in 2005 with the goal of providing truly independent wealth management advice and services within a multi-disciplinary approach. Investment management and investment advisory services are provided in the context of financial plans and goals for current asset owners and multi-generational estate plans and goals for their families.
During 2007 and early 2008 the firm expanded significantly in its capacity with the addition of two principals. The firm’s founder, Walt Sheffield, was joined in mid-2007 by a seventeen-year veteran of operational systems development and aggregated account reporting, John Purrington.
At the beginning of January 2008, a stellar investment manager, Jeff Miller, joined the firm. Jeff, who had once been a partner with Walt and others in a predecessor advisory firm, merged his existing firm, Miller Portfolio Advisors, LLC, with Armor. The result is a multi-faceted wealth management firm that is serving a steadily growing number of individuals and families in that is poised to add additional professional services, including a full array of multi-family office services.
Our Links
- Law Offices of Walter L. Sheffield III, PLLC
- A related service of Armor Investment Advisors focusing on family wealth preservation, estate planning, asset protection, and disability planning.
www.waltsheffield.com
- A related service of Armor Investment Advisors focusing on family wealth preservation, estate planning, asset protection, and disability planning.
- National Advisors Trust Company
- o An advisor-owned trust company that provides trust and custodial services for independent investment advisors that are shareholders of the trust company.
www.nationaladvisorstrust.com
- o An advisor-owned trust company that provides trust and custodial services for independent investment advisors that are shareholders of the trust company.
Our Newsletters
- July 2010 [558KB]
- April 2010 [514KB]
- January 2010 [551KB]
- October 2009 [510KB]
- July 2009 [471KB]
- April 2009 [501KB]
- January 2009 [600KB]
- October 2008 [552KB]
- July 2008 [542KB]
- January 2008 [435KB]
Sample Report