Tower View Investment Management & Research LLC
Tower View Investment Management & Research LLC, now branded as Tower View Wealth Management LLC, is a Wisconsin-based SEC-registered investment adviser serving individuals, families, and small institutions. Founded in 1999, the firm employs a team led by principal owner Raman J Ghei and several minority stakeholders. The organization is dedicated to providing holistic investment advisory and wealth management services with a client-centric approach.
Investment Strategy
Tower View employs a customized, long-term oriented investment strategy focusing on asset allocation and diversification tailored to each client’s objectives, risk tolerance, and investment horizon. The firm emphasizes disciplined portfolio construction and management, combining active research with fundamental analysis to help clients achieve financial security and growth.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 6.19% | $12.0M | 42,837 | $56.10 | $279.29 | +$2.2M |
N NVDA | NVIDIA CORPORATION | 5.05% | $9.8M | 52,370 | $5.71 | $186.58 | +$1.5M |
M MSFT | MICROSOFT CORP | 4.91% | $9.5M | 18,337 | $173.58 | $517.95 | +$393.3K |
S SPLG | SPDR SERIES TRUST PORTFOLIO S&P500 | 4.52% | $8.7M | 111,498 | $66.83 | $78.34 | +$1.0M |
L LLY | ELI LILLY & CO | 4.03% | $7.8M | 10,210 | $147.25 | $763.00 | -$82.0K |