Redwood Investment Management

Explore Redwood’s Investment Solutions with Arizona’s Trusted Fiduciary Advisors

Discover the Redwood Investment Advantage:

Discover the Redwood Advantage with J. Martin Wealth. Our risk-centric investment approach prioritizes safeguarding your investments while tailored strategies are designed to meet your unique financial goals. We are committed to transparency and provide open communication throughout the process, ensuring you feel confident in your financial decisions. Experience personalized fiduciary investment solutions that help protect and grow your wealth, whether in Gilbert, Chandler, Maricopa, or across Arizona.

Our Risk First Investment Style is grounded in a comprehensive understanding of market dynamics and a commitment to tailor strategies to your individual needs. We believe in empowering our clients with the knowledge and tools necessary to make informed investment decisions.

Key Features:

Risk-Centric Investment Approach for Your Financial Security

Tailored Investment Strategies Aligned with Your Financial Goals

Transparent Investment Process to Build Trust and Confidence

REDWOOD INVESTMENT MANAGEMENT: WEEKLY MARKET SNAPSHOT

  • Redwood Investment Management Market Snapshot - October 14, 2024
Redwood Market Snapshot Definitions and Disclosures - October 14, 2024

Investor-Focused Money Management with a Priority on Reducing Risk

Redwood Investment Management offers RiskFirst® investment solutions designed for financial advisors and their clients. Founded in 2010 by Michael Messinger, Redwood operates on the principle that managing risk is essential to effective investment management.

As a registered investment advisor, Redwood manages approximately $2.7 billion in assets (as of 12/31/23). The firm applies proprietary quantitative investment strategies, serving as the advisor to Redwood mutual funds, LeaderShares ETFs, separately managed accounts, unified managed accounts, and model portfolios.

Redwood's team brings a wide range of expertise in areas such as quantitative research, investment strategy development, and full-service partnership support. The team also has extensive experience in distribution and leadership within the investment industry.

Through its RiskFirst® process, which emphasizes clear and defined expectations, Redwood supports planning-focused advisors in their efforts to achieve better outcomes for individual investors.

Redwood Investment Management - You can’t control performance. You can manage risk.

The weekly market snapshot is provided by the financial professionals at Redwood Investment Management.

All materials are for informational purposes only and contain opinions of Redwood, which should not be construed as facts. Unless stated otherwise, none of the materials constitute an offer, nor a solicitation of an offer to invest in any of Redwood’s products, and otherwise affiliated funds. Proceeding to access any information contained herein, users are deemed to be representing to be allowed to do so by applicable laws, regulations, and approval by Redwood having obtained a username and password. There can be no guarantee that any strategy described will achieve its objective. Past performance is not a guarantee of future results. There is risk involved when investing in securities, which can include loss of principal. Please read carefully the disclosures provided within each document.

RiskFirst® is a registered trademark of Redwood Investment Management, LLC