A True Advisory Partnership

RiskFirst Process For All Market Environments

The Number One Obstacle

"I think the number one problem advisors encounter…"

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Volatility & Individual Investor

"The volatility affects humans differently..."

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Highest Investor Probability of Success

"Build strategies that give investors the highest probability of success…"

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Math is Math

Simple Math Can Be Surprising.

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Drawdown Risk

"When we think about risk, we think about risk in the form of drawdown…"

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The Most Important Thing to an Investor

"What is the most important thing to the end individual investor…"

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The Math of Loss

Redwood's President, Richard Duff, walks advisors through the math (potential risk) going forward in any volatile market. (Originally posted 08.03.20)

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Failure of Traditional Asset Allocation

"The only thing that goes up in a down market…"

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Changing Investment Landscape

"While academically things are relevant, the market is always changing…"

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Defining RiskFirst® Objectives

"It's not about a mixture of stocks and bonds to build a conservative portfolio…"

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Pairing Strategic with Tactical

"We took the approach that there are benefits and minuses to both investments styles…"

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3 Step RiskFirst®

"Drawdown is a simple and effective way to identify client risk…"

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Performance Paradox Part 1

If no one can control performance…why has the industry been stuck selling a return stream to pre-retirees & retirees?

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Performance Paradox Part 2

"The only thing we are worried about is the correct risk-level, choosing the correct risk-budget for that asset management plan…"

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If Not Focused On Things We Can Control

"If the financial plan is based on performance, which no one can control, the probability of client attrition & capitulation is high…"

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Flaw of Annualized Returns

Did Your Clients THANK YOU Last Month Webinar Highlight: The flaw of setting expectations on an annualized historical blend.

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The Problem With "Modern" Portfolio Theory

Did Your Clients THANK YOU Last Month Webinar Highlight: Why traditional asset allocation doesn’t work, flaw in modern portfolio theory.

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Chasing the "Efficient" Frontier

Did Your Clients THANK YOU Last Month Webinar Highlight: Changing Efficient Frontiers.

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The Individual Constituents

"Model level down to the individual constituents…"

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No Compromises

Each strategy has been specifically tailored to help models stay within their risk-budgets.

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A Better Non-Binary Model Approach

Taking a non-binary investment approach allows RiskFirst® advisors to keep their clients on track.

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The Advisor's Currency

What do clients truly value?

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Meeting and Exceeding Expectations

"If you can meet that risk budget, you got a high degree of client satisfaction…"

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How RiskFirst® Advisors Grow

Did Your Clients THANK YOU Last Month Webinar Highlight: RiskFirst® advisors have found the recipe for secular growth, & it's all about the three-step RiskFirst ® Process.

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Redwood Investment Management provides holistic investment solutions for financial advisors and their clients

We believe the key to success is a defined, scalable repeatable process

2020-03-24 07_30_42-Redwood Investment Management.jpg — Redwood focuses on RiskFirst®
when providing solutions. Planning driven by the risk that matters the most to clients.