For Advisors

You Don't Have to Go at It Alone

Join the conversation with our RiskFirst® advisors

Redwood’s RiskFirst® approach redefines the conversation between you and your clients. It’s about setting real, achievable investment expectations. Because when clients are aligned with their financial goals, it doesn’t build just credibility and trust – it builds your business.

Leverage Redwood's Proven Process

Our 3-Step RiskFirst® process is a simple, reliable, scalable way to elevate your client engagement.

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The Biggest Constraint on Your Business: Time

An advisor’s most precious commodity

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Capabilities Amplified

Expand your team with resources that go beyond investments

Leverage Redwood’s decades of institutional knowledge to bolster your business needs: from investment expertise to consulting, marketing to operations. We also customize solutions for large teams.

Your Time to Grow

RiskFirst® adopters on average grew their AUM by 28% annually.

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Steps to Implement RiskFirst®

  • Connect

    Consult with an Advisor Analyst (AA) to evaluate if your business is a good fit for RiskFirst®.

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  • Investigate

    If our philosophies align, the AA accompanies you through the entire due diligence research process, furnishing resources and answering any questions.

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  • Transition

    Your Advisor Analyst delivers a seamless transition strategy tailored to your business goals. From the transition letter to regular financial updates, we provide proven resources for a smooth implementation.

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  • Reframe

    Using curated materials, reframe your performance narrative and set achievable expectations based on your clients' drawdown risk budgets. Articulate the success of their financial plan using a range of expected returns.

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  • Trade

    We simplify the trade execution process. The AA works hand-in-glove with your business to unlock Redwood resources – like our operations team – to work on your behalf.

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  • Reinforce

    We provide RiskFirst® curated content: market updates, timely commentaries, and topical letters – all of which can be white-labeled with your brand, for your clients.

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  • Collaborate

    RiskFirst® advisors benefit from dedicated support. Your Redwood Advisor Analyst is there to assist when you need them, working behind the scenes to understand your business priorities and support your client success.

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We Listen

Redwood’s Advisor Analysts devote time and attention to truly understand your business needs

A dedicated Advisor Analyst ensures that the RiskFirst® implementation is tailored to your business. We work seamlessly with you every step of the way.

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Analyzing your business goals and whether RiskFirst® is right for you
Walking you through the due diligence and implementation of RiskFirst®

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Providing ongoing support and white-label, client-ready materials

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Managing and implementing transition into RiskFirst®

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Zero Overlay Management Fee*

It’s your business. Keep control of it.

 

Access implementation via portfolio models readily available on a variety of platforms.

Access

At Redwood, we integrate with a variety of broker-dealers and custodians to build Engineered Risk-Budgeted (ERB) models, including:

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Disclaimer: Redwood is not affiliated with any of the entities or their affiliates shown above.

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Disclaimer: Redwood is not affiliated with any of the entities or their affiliates shown above.

Thinking RiskFirst®?
Let's Talk.

Is your advisory business a good fit? Consult with a Redwood Advisor Analyst today.

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