Success That Is Culturally Grounded
Through collaboration with our many tribal clients, we’ve learned how their resources are important for tribal self-reliance, honor, and endurance. We have partnered to help build their financial strength and secure the future for new generations.
Tribes trust our deep knowledge of the unique rules and management strategies that apply to many aspects of their organizations. These organizations are benefiting from our long experience and technical expertise, as well as our respect for tribal sovereignty, culture, and the intricacies of tribal government.
REDW Wealth’s experienced team of wealth advisors can design and manage an investment portfolio to help protect your tribe’s economic strength and stability for future generations. We also provide retirement plan investment advisory services, fiduciary assessments, RFP consulting, and financial education for employees and tribal members.
REDW Wealth is a fiduciary to your organization, and we put it in writing. From asset allocation design and investment policy statements to portfolio implementation and monitoring, we operate in your best interest with our duty of loyalty and care. In addition, we commit our time to provide a high level of service to the stewards of your Tribe by staying involved, communicating, and working closely with your team.
As your plan’s fiduciary financial advisor, we are not only your advocate, but an extension of your Tribe. We can help you meet your fiduciary responsibilities and maintain a high level of plan participation and enrollee satisfaction, which helps you retain engaged and highly qualified employees.
Fiduciary Assessments & Training
REDW Wealth offers a fiduciary assessment that provides a third-party opinion about your investments and the organizational process being followed, as well as methods for improving them.
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 that will help you feel confident and in control.