Investment Strategy
Innovative, Data-Driven, Quantitative Wealth Management
At Red Tower Advisors, we 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, our strategic partnership with Helios allows us to empower your financial future with innovative, data-drive investment management.
Our dedicated quantitative research team create customized models, implement and maintain transparent expectations, and proactively communicate about key market and economic events. Leveraging Helios' expertise in mathematically diverse models, strategic asset allocation, and risk sensitivity enhances our decision-making and response to risk.
Investment models are built to align with your financial goals, which is why each model has unique and specific characteristics. Portfolio results are constantly monitored to be confident it is behaving as desired. When the data changes, portfolios are dynamically adjusted to remain well-positioned within the new environment — helping you navigate complex financial landscapes with confidence and control.
Three Layers of Asset Management
Quantitative Models
Models designed to confidently achieve long term goals.
Portfolio Construction
Mathematically diverse portfolios built in concert with your plan.
Holding Selection
Alignment of investments to behavioral preferences.
Meet Our Investment Team
Lena Arai, PhD
Research Operations and Analytics
Eric Woodraska, CFA
Client Portfolio Manager
Ryan Beauchamp
Investment Analyst
Nayan Patel, CQF
Quantitative Research Analyst
Compare Your Current Portfolio
If you believe a personalized investment strategy could support your goals, let’s take a closer look at your portfolio returns and explore how our tailored model compares.