You can’t control performance.
You can manage risk.
Manage RiskFirst
Success Follows
$0B
AUM
0+
Financial Advisors
0%*
Annual Growth
Overcoming Industry Inertia
Overcoming Industry Inertia
For decades, advisors have picked and churned through money managers based on past performance. It’s time-consuming, misleading, and not your main value-add. Ready to break through the inefficient cycle?
Our 3-Step Solution
01Setting Expectations
02Implementing Investments
03Measuring Outcomes
Focus on Client Service
Focus on Client Service
Redwood operates as a true business partner, providing the models, materials, and metrics you need to achieve practice growth through client satisfaction.
Quantify Success
Quantify Success
Show clients they are on track when a portfolio stays within two key metrics: drawdown budget and range of expected returns.
Sharpen Communication
Sharpen Communication
Proactively engage clients via letters, market reports, and commentaries — weekly, monthly, and quarterly — all “white label” in your brand.
Leverage Our Library
Leverage Our Library
Utilize Redwood-curated insights, case studies, advisor best practices, and other materials designed to help you refine your narrative and better serve clients.
Impact for RiskFirst® Partners
Your AUM
38%* – average annual AUM growth for RiskFirst® adopters.
When your clients are aligned with their financial goals, it doesn’t build just credibility and trust – it builds your business.
Your Team
75% of advisors work on a team of three or fewer staff.
Leverage Redwood’s decades of investment and operations expertise to amplify your in-house capabilities.
Your Time
77% of advisors’ time goes to meeting with clients and prospects.
Redwood manages portfolio construction and investment research – so that you can focus on client service.