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Red Cedar Investment Management
SEC-regulated
Registered investment advisor
Red Cedar Investment Management, LLC is an SEC-registered investment adviser established in May 2014. The firm specializes in providing discretionary investment management services to institutional clients, including pension and retirement plans, registered investment companies, corporations, and foundations. Red Cedar's investment strategy involves developing Investment Policy Statements tailored to each client's objectives and restrictions, managing accounts based on valuation-based asset allocation models, and utilizing various types of investments such as ETFs, mutual funds, and fixed income securities. The firm also serves as a sub-adviser to mutual funds and an investment adviser to a private fund. Red Cedar charges fees based on a percentage of assets under management, with fee schedules varying based on the specific investment strategy employed. The firm acts as a fiduciary and has a Code of Ethics in place to ensure client interests are prioritized. Clients have the option to select their own custodian, and Red Cedar does not directly compensate for client referrals. The firm reviews client accounts regularly, votes proxies in clients' best interests, and has no financial constraints impacting its ability to meet client commitments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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