RedTree Investment Group is an investment advisory firm specializing in fixed-income portfolio management. RedTree primarily serves public entities such as cities, counties, and school districts, as well as institutional investors, though services are also available to individual high-net-worth clients, trusts, and estates. RedTree's core focus is on preserving principal, maintaining liquidity, and generating stable returns through investments in government bonds, corporate bonds, municipal securities, certificates of deposit, and other fixed-income instruments. RedTree tailors its investment strategies to meet each client's specific cash flow needs and risk tolerance, offering both discretionary and non-discretionary portfolio management, along with investment consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 0.25% |
| $15.0M - $30.0M | 0.20% |
| $30M+ | 0.15% |
Rates shown are for institutional discretionary accounts. Public funds discretionary accounts have lower rates: 0.20% on the first $15M, 0.15% on the next $15M, and 0.10% over $30M. Fees are negotiable.