Who We Are

Investment Professionals

Founded in 1989, Mabry-Calvin is a Registered Investment Adviser with the State of Tennessee. From the beginning, our focus has been to combine the high level expertise of Corporate Pension Consulting with the needs of High-Net-Worth Investors. Together, Dirk Calvin and Charlotte Mabry share approximately 60 years of combined investment experience. Mabry-Calvin is unique. We are fiercely independent and disciplined investment traditionalists. We do not follow fads or change strategies to follow the crowd. We ignore the crowd.

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Our Philosophy

No one can guarantee investment success, however, there are key ingredients that can increase your odds for investment success.

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What We Offer

Learn About Mabry Calvin

Mabry-Calvin is a unique business design. We appeal to the individual who does not want to follow the crowd, who wants to run with the leaders not the pack. We work with serious investors, not traders.While our investment programs are clearly defined and disciplined, our service is as unique as each client relationship. The main areas of service we provide are:

  1. Portfolio Management
  2. Account Aggregation & Performance Measurement
  3. General Investment Consulting

Mabry-Calvin has always been a "quiet" company, carefully guarding our client's confidentiality. Many of our clients have very high profiles and are constantly bombarded with " deals " and solicitations. We help them review these and always sit on the same side of the table with the client. We find appropriate managers and Trustees for our clients' portfolios that are outside of our discipline and work with them to keep their fees reasonable. We believe in full and absolute transparency. We always consider ourselves a part of their financial team working closely with their attorneys, accountants and Trustees.

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ADV | Code of Ethics | Privacy Policy

At Mabry Calvin, we believe in transparency. Please learn more about us by reviewing our ADV, Code of Ethics, and Privacy Policy.

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Locate Us

Historic Franklin, TN

Mabry Calvin is located at:
142 5th Avenue North
Franklin, Tennssee 37064-2685
Phone/Fax: 615.591.1210
Email: info@mabrycalvin.com
Map: Click to view larger map

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