Our Investment Process

In investing there are many things we cannot control, so we must focus on the things we can control: diversification and fees.

Diversification: REDW Wealth’s investment philosophy is based on modern portfolio theory and strategic asset allocation. Our portfolios are designed to maximize return for your preferred amount of risk. We believe diversification is key and essential to neutralize the risks to individual securities.

Fees: REDW Wealth strives to find low-cost investments for our clients. As fee-only fiduciary advisors, we believe that by keeping fees low we can achieve better returns than can higher-fee alternatives.

Investment Planning for Individuals & Families

Our approach to the investment planning process concentrates on your individual needs and expectations. Your portfolio will be unique. Together, we will determine your current and long-term goals and analyze both your time horizons and personal level of risk tolerance.

Worth repeating: we are independent, fiduciary advisors. You can be confident our recommendations are based entirely on your needs, with only your success in mind.

Investment Consulting

Our investment consulting services are customized for individuals, families, businesses, non-profits, and tribes. Our experience ranges from doing internal audit testing for large government agencies to creating customized investment policies for tribes. Below are some examples:

  • Creating/updating your investment policy statement
  • Designing asset allocation strategies to meet a specific return goal
  • Assisting as an independent consultant in Requests for Proposals (RFP)
  • Performing a fee analysis on your investments against benchmarks
  • Assisting committees and trustees on meeting their fiduciary responsibilities
  • Providing education and training on investments, retirement plans, and fiduciary roles
  • Forecasting long term budgets against the portfolio’s expected return and risk

We Can Help

Whether you are just starting to think about your financial goals, or you’re looking for peace of mind while organizing your financial affairs, we can tailor a plan intended to help you feel confident and in control.

Contact Us

Fair and Balanced Disclosure

Adherence to our fiduciary duty is not a guarantee of client satisfaction or any particular outcome. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The effectiveness and potential success of the firm’s investment services depends on a variety of factors, including but not limited to the overall level of client assets and contribution and withdrawal rates, timing and manner of implementation, and market conditions. Low cost investments reflect the firm’s fiduciary requirement to seek best execution in client securities transactions but does not guarantee that the lowest overall cost (including transaction fees and commissions and pooled vehicle expense ratios) will be attained in all instances. Neither personalized nor tailored services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Advisory services provided by REDW Wealth, LLC. Tax and accounting services provided by REDW, LLC.