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Andrew F

CFA®, Series 63

Del Mar, CA

Torrey Pines Investment Management

Andrew Fowler is a CFA® charterholder and holds a Series 63 license, with two years of experience in the financial industry. He is currently the sole advisor at Torrey Pines Investment Management, an independent firm based in Del Mar, CA. His prior experience includes roles at Liquid Investments, Inc, Bridge33 Capital, Dodge & Cox, and the Stanford Graduate School of Business. Torrey Pines Investment Management offers investment advisory services, active portfolio management, and financial planning to high-net-worth individuals and certain charitable organizations. The firm’s approach centers on proprietary fundamental research of equities and municipal bonds, emphasizing cost-conscious, tax-efficient strategies with low portfolio turnover.

Wealth management Tax-loss harvesting Cash flow / budgeting Trust structures (GRAT, IDGT, revocable)
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