Luken Investment Analytics, LLC

About Luken Investment Analytics, LLC

<p>Built around its “Smart Diversification” approach, Luken Investment Analytics, LLC focuses on data-driven portfolio decisions aimed at reducing emotional investing. The firm is an SEC-registered investment advisor headquartered in Brentwood in the Nashville metro area.</p> <p>Luken’s process is research-based and market-tested, with an emphasis on mathematically defining trends and risks. The goal is to set clear portfolio actions for both rising and falling markets, rather than reacting day to day.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, the firm offers 3(21) fiduciary investment advice for retirement plans and also provides wealth management guidance for first-generation wealth builders. Its work can include investment planning, tax strategies, estate planning coordination, debt and cash flow planning, and risk reviews.</p> <p>The firm reported $0.2B in assets under management as of 2026. One practical differentiator is that Luken invests alongside its clients, reflecting how it applies its own strategies in real portfolios.</p> <ul> <li>SEC-registered investment advisor based in Brentwood (Nashville area)</li> <li>Retirement plan support: 3(21) fiduciary investment advice</li> <li>“Smart Diversification” method focused on trends, risk, and rules-based decisions</li> <li>Wealth planning topics: investments, taxes, estate planning, cash flow, and debt</li> <li>Reported AUM: $0.2B (2026)</li> </ul>

Website: https://greg53039.wixstudio.com/my-site-1/our-approach