We coined the term Needs Based Investing™ to address the complexities of portfolio construction as it pertains to the needs of investors.
Too often client assets are invested in funds that do not address their specific needs.
Each of our funds are managed by experienced portfolio managers who are investing alongside you. We have designed these fund mandates to be agnostic to the benchmark and included incentives for these managers to outperform, and not just mirror, a benchmark.
Whether you’re seeking a high level of domestic income, a conservative approach to global or emerging markets or if you’re seeking higher growth exposure to Canada, small caps or energy stocks - Redwood’s mix of income and octane funds can address your needs.