A complete list of active advisors currently associated with Flyway Advisors
Warmer can help you find a great advisor at Flyway Advisors or one who fits your needs even better.
Flyway Advisors, a DBA of RedTeal, Inc., offers discretionary investment management and financial planning to a range of clients including employer-sponsored retirement plans, pension and profit-sharing plans, corporations, charitable organizations and individuals. The firm describes services that include tailored advisory portfolios, retirement plan consulting for plan sponsors, and participant education as part of its ongoing plan-monitoring work. The firm uses a mix of income, growth and a limited speculative strategy, employing both fundamental and technical analysis to construct and rebalance portfolios that may include equities, fixed income, ETFs, options and private investments. Accounts are reviewed at least quarterly and monitored for alignment with clients’ objectives and risk tolerances, and the adviser states it implements continuous monitoring and rebalancing as needed. Notable differences from many peers are twofold: Flyway publishes a quarterly market commentary newsletter, and it explicitly offers retirement-plan/pension consulting alongside its investment management services—both services that are statistically uncommon for firms in this category. The firm also recently registered as an RIA (initial filing in October 2023), reports no regulatory assets under management to date, and generally directs clients to use a recommended qualified custodian for account custody and trade execution.
To learn more about the advisors currently working at Flyway Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Davis, CA
| 7
|
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