About Redwood
Investor-centric money management laser-focused on drawdown risk.
Redwood Investment Management manages RiskFirst investment solutions for financial advisors and their clients. Founded in 2010 by Michael Messinger, our firm holds the foundational principle that investment success requires management of risk.
A registered investment advisor, Redwood has grown to approximately $2.7 billion in assets under management (12/31/23). We apply proprietary quantitative investment strategies as the advisor to Redwood mutual funds, LeaderShares ETFs, separately managed accounts, unified managed accounts, and model portfolios.
Our team has diverse capabilities in quantitative research, investment strategy construction, and full-service partnership – as well as extensive distribution and leadership experience.
Via our RiskFirst process rooted in clear, defined, achievable expectations, we support planning-focused advisors with the goal of better outcomes for the individual investor.
Team
Michael T. Messinger
Founder, Portfolio Manager
Richard M. Duff, JD
Portfolio Manager, Managing Partner
Michael T. Cheung
Portfolio Manager, Managing Partner
Michael C. Sasaki, CFA®
Partner, Senior Investment Analyst
Princess Gatela
Partner, VP of Marketing
Conner R. Small, CIMA®, CFP®
Partner, VP of Advisory Solutions
John C. Yung, MBA
Chief Compliance Officer
Craig D’Mura
Compliance Associate
Aldo Lozano
Director
Kevin Casey
Strategic Advisor