San Carlos Office
1150 White Oak Way
At Red Tower Advisors we consider a variety of factors when investing. This includes your individual risk tolerance and investment objectives, the current investment backdrop and our economic outlook. We develop and maintain our own investment outlook based on, but not limited to, economic data, capital markets activity, market trends, third party research and site visits to investment institutions. Our tools assist us in screening third party active managers from a variety of asset classes and implementing our outlook into efficient and diversified investment models. Taking the time to visit with portfolio managers allow us to seek answers to questions not necessarily on their website or fancy brochures. We like to ask them questions such as “How much of your own money do you invest in your fund?”
We seek to invest in a consistent approach, deliver favorable risk adjusted returns, and help clients pursue their financial goals.
Are we passive or active investors? We don’t have a preference. We seek the best investments in their category net of their costs. If investment X makes more than investment Y net of cost, clients typically prefer the better performing investment regardless of which investment costs more.