About Torre Financial
Growing wealth for the long termEquity is the primary way to build wealth. At Torre Financial, we invest in equities for the long-term with a concentrated portfolio of 25-30 companies.
We invest in companies with high return on capital, competitive advantages, and durable growth. We call them compounders. Shareholder returns come primarily from growth in the company's underlying intrinsic value.
We do not dabble in options, speculation, or other forms of trading. We don't short or hedge. We don't closet index.
Founded in 2018, Torre Financial is an independent investment advisory firm registered with the states of California and Texas.
Federico Torre, Portfolio Manager
Federico Torre is currently responsible for all operations. He has a full-time job as Director of Engineering at Juniper Square, a high-growth fintech and private equity startup in San Francisco.
Previously, he worked at Zillow Group for over five years, initially as a software engineer and grew to support multiple teams. Prior to Zillow, he founded Elepago, a mobile payment platform for Mexico.
He graduated from Princeton University with a B.S.E. in Mechanical and Aerospace Engineering. He received his M.B.A. from UC Berkeley's Haas School of Business.
Maximum transparency, best prices
Custody is held with Interactive Brokers, a professional technology-focused platform. Client accounts are opened individually and linked to Torre Financial's advisory account, with discretionary authority over the account.
Each account is maintained and managed individually.
Each client maintains complete ownership of, and has full access to, their account at all times.
Interactive Brokers is known for having the most competitive prices across the board including commissions and margin loan rates. There are no account maintanance fees.
Torre Financial charges a management fee based on assets under management.
As an independent advisory firm, we do not receive any compensation or fees for recommending financial products or executing trades.