Wealth Management

The right investment strategy for you, your family and business.

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Choose from two services offered by our Firm to meet the needs of our clients: We manage segregated accounts with a minimum asset size of $250,000 and we also advise for three mutual funds for those clients wishing to invest funds from $5,000 to $250,000.

To read more about either segregated accounts, or our mutual fund offerings: The Redwood Diversified Income Fund, the Redwood Diversified Equity Fund and the Redwood Global Small Cap Fund, please click on the relevant links here:

More information Segregated Accounts Maximizing individual investment potential:

Segregated accounts: Customized portfolios for clients with a minimum asset size of $250,000 per account. Each segregated fund is custom-built to suit the individual investor’s unique investment objectives and temperament.

More information Mutual Funds Accessible, professionally managed portfolios

The mutual funds approach achieves a client's desire to participate in a professional portfolio structure with a smaller asset commitment.