Our Approach

The foundation of our investment philosophy is simple – we buy and hold quality companies, in a tax efficient manner while carrying low costs. By doing this, we are able to develop customized portfolios that produce the returns necessary to help you meet your goals. We’ll always put your interests first and construct a portfolio that fits your specific risk tolerance and financial plan.

The Red Door Approach to Investing

We don’t just work with money, we work with people. So before we can recommend an investment strategy, it’s important that we get to know you.

We’ll start by meeting with you and talking about your financial needs, current assets & debts, investment goals, risk tolerance and timelines. After our meeting, we will create a strategic investment portfolio that’s personalized to your financial plan. Once your plan is in place, we continuously watch your portfolio, and when market conditions change, we make the appropriate adjustments, while keeping you informed with good communication.

At the end of the day, our business is about relationships, and we want to be a trusted partner that helps you make great decisions and provides you and your family peace of mind.

The Red Door Investment Process

Our unique investment philosophy uses global and domestic market trends to support our strategic recommendations.

We picture our approach as a three-legged stool where each leg balances and supports the other two.

We take our knowledge of the world’s economies and combine it with fundamental analysis.
We also use a variety of technical indicators to measure the market’s temperature.
Finally, our investment advisory board gives us intimate, real-time insight into the industries that drive our economy.

Why Is Red Door Different?

We approach financial planning for our clients with the same care we would take for our own families.

We serve all of your financial needs in one place.

We design custom solutions that are tailored for you. From tax support to investing to retirement analysis, our partnership with Cannon Wright Blount lets us provide you with a complete menu of financial services that other advisors may refer out to third-party agencies.

Our fee-only structure gives you transparency.

Other commissioned advisors might have a financial incentive to push products or make recommendations that serve their best interests instead of yours. At Red Door, we don’t sell “products” and our fee-only structure reduces potential conflicts of interest. What’s more, we don’t accept commissions or make money on transactional activity. Finally, as we navigate your individual financial planning goals, any consultation with us is never “on the clock.”

Our fiduciary service revolves around you.

As a fiduciary, we are required to put your interests first. Many brokers at larger firms do not serve as a fiduciary and may be limited in their communication.

Not only will your Red Door advisor set up regular face-to-face meetings, but we’ll keep in touch by sending you email on important issues. We will also share relevant information on social media so you’ll stay up to date on the market changes we’re watching. Additionally, we’ll host educational events to help grow your familiarity with key financial, legal and other issues that may affect your financial well-being.

If you’re ready to talk together about your financial future, get in touch today.