Our Services


RedTree Investment Group focuses solely on the investment needs of school districts, municipal organizations and other public entities. Our investment team is highly experienced, averaging 18 years in the investment industry.

Our investment professionals include portfolio managers with the Chartered Financial Analyst® designation, each with years of experience in developing investment strategies for public entities. We are available for board and finance committee meetings to further assist in communicating the investment strategy to the leaders in your entity and community.

What Sets Us Apart

Public Sector Expertise
We specialize in working with schools, municipalities and other community organizations, and have deep experience with the issues they face.

Comprehensive Service
Our support includes planning and implementing an investment strategy as well as the ongoing management of the portfolio.

Transparency
We explain our management fees and clearly indicate them on the statements, so there are no surprises or hidden costs.

Accountability
You have direct access to our team members, with a commitment to open communication regarding the portfolio structure or investment strategy.

Full Compliance
Thanks to our comprehensive accounting system, reporting will meet specific state statutes and all mandatory investment policy guidelines.
 
 
 
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