Frequently Asked Questions
What is Red Haven Advisors?
Red Haven Advisors is a registered investment advisor that was established by an advisor who realized that many savers are either not investing or have unanswered questions about their investments.
We are an analytically minded investment advisor that fully appreciates the sacrifice and commitment represented by our clients’ assets. Most of our clients have built their investment portfolios by regularly budgeting and saving throughout their careers.
We embrace a fierce “think for yourself” attitude that aims to steer clients towards attractively priced productive assets and away from asset bubbles and investment fads.
Visit our About Us page to read more.
Why was Red Haven Advisors established?
Investors need an advisor they can trust.
We streamline the investment process so that you get clear unbiased information presented in terms you understand. We always put your interests first and keep you informed through regular communications. Our entire process has been designed with you in mind to ensure we earn the trust necessary to keep you sleeping soundly at night.
What makes Red Haven Advisors Different?
The conventional investment advisory firm focuses on gathering assets. Red Haven Advisors focuses on managing assets.
Red Haven Advisors carefully manages each client portfolio to ensure it aligns with the unique characteristics of each client. We do not subscribe to the “one size fits all” approach of portfolio management. We work closely with you to understand your unique requirements and then construct a portfolio matching those requirements. When the investment landscape shifts and new risks and opportunities emerge, we connect with you to ensure you are always informed.
We truly care about you and your investment goals.
Who is your ideal client?
Our ideal clients are curious long-term investors looking for an investment advisor they can trust. They possess a healthy degree of skepticism and have unanswered questions about how the current investment landscape will affect their investment decisions.
How can we connect?
Visit our Contact page to connect with us.
How often do you interact with clients?
We aim to connect with our clients either quarterly or bi-annually. Occasionally, market conditions or changes in client circumstances increase the frequency of our interactions.
What is your investment approach?
We specialize in building personalized investment portfolios that align with our clients’ goals, risk tolerance, and values. Our investment approach is guided by time-tested fundamental valuation metrics and our own independent research. Since future investment returns are linked to current market prices, our investment approach carefully weighs price against value.
Price is what you pay; value is what you get.
— Warren Buffett, 2008 Berkshire Hathaway Shareholder Letter
We are discerning value investors that carefully consider asset prices when allocating client capital - overpay today, underperform tomorrow.
What types of investment products do you use?
Red Haven Advisors typically uses the following investment products.
Stocks
Bonds
Options
Exchange Traded Funds (ETFs)
Mutual Funds
Why not use passive asset management to "set it and forget it"?
Passive asset management often performs strikingly well during prolonged bull markets. Since passive investing strategies generally ignore fundamentals (earnings, cash flow, etc.), these strategies continue buying stocks and bonds even when asset valuations are irrationally high. The recent popularity of passive asset management has resulted in a wave of new investors with an implied “buy at any price” attitude. Accordingly, the flood of price-insensitive money has acted alongside other factors to dramatically raise asset prices.
Red Haven Advisors emphasizes the importance of not overpaying for financial assets. We believe valuation is the cornerstone of risk management and that ignoring it today will prove costly tomorrow.
What are your investment management fees?
Our typical investment management fees are 1% of assets under management.
How is Red Haven Advisors regulated and how are client assets protected against fraud?
Red Haven Advisors is a registered investment advisor and client assets are held at an independent third-party custodian. Further, clients have complete access to their account information 24/7.
How can I track my portfolio?
Clients have complete access to their account information 24/7. Login directly through Charles Schwab.