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Garet T

Series 65, Series 66

Palo Cedro, CA

Alpha Initiative

Garet Tarvin is an advisor at Alpha Initiative with Series 65 and Series 66 licenses and seven years of industry experience. He has worked at Kahala Partners LLC and Wells Fargo Investments, and currently holds an analyst role at the City of Redding, providing analytical support for the local public electric utility. Alpha Initiative is an independent firm offering discretionary portfolio management and investment advisory services to individual investors, high-net-worth individuals, and family trusts. The firm employs an active, research-driven approach combining qualitative and quantitative analysis to build customized portfolios aligned with varying risk tolerances.

Active portfolio management Concentrated stock management
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