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What We Offer

Our team of professionals include portfolio managers with the Chartered Financial Analyst® designation, we have been providing investment solutions to Ohio public entities for over 20 years – with a combined experience of nearly 100 years. We are available 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.

Custom Investment Approach

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


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


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, we have the ability to tailor our client reporting to meet your specific state statutes and other mandatory investment policy guidelines.

*** Important Disclosure: This website is for informational purposes only. It is not a solicitation or offer to sell securities or investment advisory services. The expressed views and opinions presented on this website are for informational purposes only, are based on current market conditions, and are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable and is accurate to the best of our knowledge, though RedTree cannot and does not guarantee the accuracy, validity, timeliness, or completeness of such information. Material presented should not be considered as legal, tax, or investment advice or a recommendation of any particular security, strategy, or investment product. No part of this Site or the materials herein may be reproduced in any form, or referred to in any publication, without express permission from RedTree Investment Group. Please note: clicking on external links means you will be leaving the site and you assume total responsibility and risk for your use of the site(s) you are visiting. There are no warranties expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked website. ***