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Andrew Oskoui

Advisor at Blue Tower Asset Management, LLC

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Blue Tower Asset Management, LLC logo

Firm

Blue Tower Asset Management, LLC

Location

Austin, TX 78734-4749

Credentials

CFA®, Series 65

Industry experience

12 years

About

Andrew Oskoui is a CFA® charterholder and Series 65 licensee with 12 years of industry experience. He has been the sole advisor at Blue Tower Asset Management, LLC since 2014, based in Austin, TX. Blue Tower Asset Management provides discretionary investment management to individuals, trusts, endowments, corporations, and other institutions, and also acts as a sub-adviser for other investment firms. The firm employs a value-oriented investment process focused on high-quality businesses and operates a flagship Global Value strategy that is unconstrained by market-cap or sector limits and typically concentrated in 15–25 holdings.

Client services

Based on Blue Tower Asset Management, LLC

Portfolio management

Expertise

Based on Blue Tower Asset Management, LLC

Active portfolio management Wealth management

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $2,500,000: 1.30% $2,500,001+: 1.10%

Other

Account minimum: $100,000

Location

311 Ranch Road 620 S, Suite 111

Austin, TX 78734-4749

Most active in

Texas

Work history

Blue Tower Asset Management LLC

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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