Redwood Investment Management
Redwood Investment Management, founded in 2010, manages approximately $2.4 billion in assets and offers RiskFirst investment solutions for financial advisors and their clients.
History
Redwood Investment Management was founded in 2010. Since its inception, the firm has grown to manage approximately $2.4 billion in assets under management as of December 31, 2022. The company operates as a registered investment advisor, emphasizing proprietary quantitative investment strategies across a variety of financial products.
RiskFirst Investment Solutions
Redwood Investment Management offers RiskFirst investment solutions catering to financial advisors and their clients. These solutions are designed to provide clear, defined, and achievable expectations aiming for better outcomes for individual investors. The RiskFirst process is a foundational aspect of Redwood's offerings, focusing on strategies that prioritize risk management.
Engineered Risk-Budgeted Portfolios
Redwood Investment Management provides Engineered Risk-Budgeted (ERB) portfolios. These portfolios are designed to mitigate drawdowns by diversifying across both asset classes and investment styles. The aim is to manage risk effectively while striving to optimize return potential for investors.
Proprietary Quantitative Investment Strategies
Redwood Investment Management utilizes proprietary quantitative investment strategies as the advisor to various financial products. These include mutual funds, LeaderShares ETFs, separately managed accounts, unified managed accounts, and model portfolios. The firm leverages these strategies to provide tailored investment solutions to meet the diverse needs of its clients.
Assets Under Management
As of December 31, 2022, Redwood Investment Management oversees approximately $2.4 billion in assets under management. This figure underscores the firm's capacity to manage a significant volume of investments across multiple financial instruments and portfolios.