Redwood Investment Management, LLC is a registered investment advisor that provides discretionary investment management services to individuals, high-net-worth individuals, trusts, estates, pension plans, and corporations through separately managed accounts. Redwood Investment Management utilizes a quantitative-driven process to construct and implement investment strategies and portfolio allocations, primarily using mutual funds, exchange-traded funds, and individual equity securities. The firm also manages affiliated registered funds, provides sub-advisory services, and offers model portfolio strategies through third-party platforms. Investment management strategies are designed for a 5-to-7-year market cycle time horizon. Redwood Investment Management is majority owned by RIM Holdco, LLC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.55% |
Annual management fee is 1.55% of total household account value. Fees are negotiable at the sole discretion of Redwood Investment Management.