Redtree Investment Group

RedTree Investment Group, established in 2014, is an Ohio-based investment adviser offering portfolio management, asset allocation analysis, individual securities recommendations, investment consulting, financial planning, and account performance monitoring. The firm focuses on fixed-income investments, including government and corporate bonds, municipal securities, and money market instruments. Clients' portfolios are managed to achieve specific investment returns within defined parameters. The minimum account value to open an account is typically $1,000,000, with negotiable fees based on assets under management. RedTree provides discretionary and non-discretionary investment services, tailoring strategies to meet individual client needs. The firm's investment approach combines quantitative and fundamental analysis, emphasizing principal preservation and market rate returns. Risk factors include management, bond market, credit quality, liquidity, and tax risks. RedTree does not compensate for referrals and does not advise accounts with performance-based fees. Clients include public entities, individuals, high net worth individuals, and various organizations. The firm's brokerage practices prioritize best execution, and it does not receive soft dollar benefits. Clients receive regular performance reports and have the option for electronic delivery. RedTree maintains strict privacy policies to safeguard client information. For more details, visit www.redtreeinv.com or contact 888.596.2293.