Welcome to Red Wave Investments. 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.
If you are interested in discussing your investment portfolio or financial plan, you can reach me at 717-601-0651 or firstname.lastname@example.org