San Carlos Office

1150 White Oak Way

San Carlos, CA 94070

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

Quantitative Models

Models designed to confidently achieve long term goals.

Portfolio Construction

Portfolio Construction

Mathematically diverse portfolios built in concert with your plan.

Holding Selection

Holding Selection

Alignment of investments to behavioral preferences.

Meet Our Investment Team

Lena Arai, PhD

Lena Arai, PhD



 Research Operations and Analytics

Eric Woodraska, CFA

Eric Woodraska, CFA

 Client Portfolio Manager

Ryan Beauchamp

Ryan Beauchamp


Investment Analyst

Nayan Patel, CQF

Nayan Patel, CQF


Quantitative Research Analyst

Compare Your Current Portfolio

Contact Us Today

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.