Red Wave Investments
Red Wave Investments (CRD# 153198) is a financial advisory firm headquartered in , . They manage $6,006,678 in 38 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts38ACCOUNTS
Average Account Value$158,070
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
I provide comprehensive investment and wealth management services to individuals and families. My primary function is managing investment portfolios, but I also provide a wide range of financial planning and wealth management services.
Red Wave Investments manages accounts by investing in individual stocks and bonds using a value investment philosophy. Value investing involves fundamental financial and qualitative analysis of companies and I seek to buy securities when they are available at a price that I believe provides for an attractive return.
I work with every client to put together a plan for your specific needs and goals. Many factors can influence the best way to manage your portfolio. I’ll work with you to understand your factors and create a custom portfolio specifically designed for your objectives.