An independent, boutique investment counseling firm.
As our name suggests, we invest for portfolio longevity. We hold ourselves out as professionals and fiduciaries meaning that it is our legal and ethical duty to put your interests ahead of our own. We specialize in managing money for individuals which requires the customization of portfolios in consideration of taxes. We encourage prospective clients to understand our philosophy, process and portfolios to ensure there is a good fit between us.
Our compensation comes from fees from our clients. We do not receive commissions nor do we receive compensation based on which investments we select for our clients.
We encourage you to view your investments as the assets of a business you own and have entrusted us to manage. It should have a plan that describes the objectives and strategies used to achieve the objectives. We believe clients have better experiences with their investment advisor when they help craft the plan and exercise oversight in its execution. We welcome the opportunity to discuss working with you.
Disclosures
This LinkedIn page is a publication of Red Tortoise LLC. Please see important disclosures at http://redtortoisellc.com/disclosures/. These disclosures apply to all Red Tortoise pages shown here.
Company Details
- Employees
- 4
- Founded
- -
- Address
- Atlanta, Georgia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- redtortoisellc.com
- Keywords
- investment management, wealth management, financial adviser, retirement, financial planning, investment advisor, CFA, CFP, Chartered Financial Analyst, Certified Financial Planner, Atlanta, wealth advisor, investment manager, investment consulting, due diligence, asset allocation, investment reporting, registered investment adviser, asset manager, georgia.
- HQ
- Atlanta, Georgia
Red Tortoise Llc Questions
Red Tortoise Llc's website is redtortoisellc.com
Red Tortoise Llc's LinkedIn profile is https://www.linkedin.com/company/redtortoisellc
Red Tortoise Llc has
4 employees.
View email and phone details for 4
employees at Red Tortoise Llc.
Red Tortoise Llc's industry is
Financial Services
Red Tortoise Llc's top competitors are
Barrow Hanley Global Investors,
Advisorshares,
4p Wealth Trust,
Bleakley Financial Group Of Atlanta,
Bioregional Weaving Labs Collective,
Reicon Wealth Advisors, Llc,
Reicon Capital,
Waypoint Wealth Counsel,
The Mill Financial Partners,
Advisors Asset Management, Inc..
Red Tortoise Llc's categories are Financial Services
Red Tortoise Llc's founding year is 2015
