San Carlos Office

1150 White Oak Way

San Carlos, CA 94070

Our Investment Philosophy

Red Tower Advisors rely on an evidence based approach rather than what's hot in the news.  It's about what we can control, and not what we can guess.  Therefore, we consider a variety of factors when investing. It all starts with your goals- including 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.  We visit portfolio managers and solicit answers to questions not necessarily on their website or fancy brochures.  We want to know “How much of your own money do you invest in your fund?”  In addition, we use industry tools to assist in screening third party active managers from a variety of asset classes and implementing our outlook into efficient and diversified investment models.  

We work 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. 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. 

Investing involves risk, including possible loss of principal. 

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