At RedTree, we take pride in our unwavering commitment to personalized customer service and delivering excellent results. Our mission is to put our deep knowledge and years of experience in fixed-income investments to work for your entity, gaining a thorough understanding of your unique objectives and current challenges.
At the heart of our work is a tailored investment approach to partnering with schools, municipalities, and other community organizations. With over 100 years of combined experience managing operational funds and project-oriented proceeds, our team is ready to create a custom investment strategy to address unique challenges and aim to help your organization reach its goals.
At RedTree, we’re all about one thing: empowering public entities through smart investments in the fixed-income market. With our laser-focused experience we focus on every detail of creating and implementing a distinct investment strategy.
Every organization comes with its own unique set of needs when it comes to investment strategies and the timing of fund utilization. That’s where our team comes in – creating a tailor-made investment approach that aligns with specific requirements and aims to maximize returns and reduce risk.
We’re not just about numbers; we’re about building lasting relationships built on trust and teamwork. When you partner with us, you’re not just a client; you’re a valued collaborator. We’re here whenever you need us because your success is our priority.
Our team is well-versed in the state statutes and other mandatory investment policies that public entities must abide by. You can rest assured that our comprehensive planning and reporting systems ensure full compliance as we manage your portfolio.
Important Disclosure: This website is for informational purposes only. It is not a solicitation or offer to sell securities or investment advisory services. The expressed views and opinions presented on this website are for informational purposes only, are based on current market conditions, and are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable and is accurate to the best of our knowledge, though RedTree cannot and does not guarantee the accuracy, validity, timeliness, or completeness of such information. Material presented should not be considered as legal, tax, or investment advice or a recommendation of any particular security, strategy, or investment product. No part of this Site or the materials herein may be reproduced in any form, or referred to in any publication, without express permission from RedTree Investment Group. Please note: clicking on external links means you will be leaving the site and you assume total responsibility and risk for your use of the site(s) you are visiting. There are no warranties expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked website. Advisory services offered through RedTree Investments, a Registered Investment Advisor with the SEC. RedTree Investments does not provide tax or legal advice.