At RedTree, we take pride in our unwavering commitment to personalized customer service and delivering excellent results. Our mission is to put our deep knowledge and years of experience in fixed-income investments to work for your entity, gaining a thorough understanding of your unique objectives and current challenges.
At the heart of our work is a tailored investment approach to partnering with schools, municipalities, and other community organizations. With over 100 years of combined experience managing operational funds and project-oriented proceeds, our team is ready to create a custom investment strategy to address unique challenges and aim to help your organization reach its goals.
At RedTree, we’re all about one thing: empowering public entities through smart investments in the fixed-income market. With our laser-focused experience we focus on every detail of creating and implementing a distinct investment strategy.
Every organization comes with its own unique set of needs when it comes to investment strategies and the timing of fund utilization. That’s where our team comes in – creating a tailor-made investment approach that aligns with specific requirements and aims to maximize returns and reduce risk.
We’re not just about numbers; we’re about building lasting relationships built on trust and teamwork. When you partner with us, you’re not just a client; you’re a valued collaborator. We’re here whenever you need us because your success is our priority.
Our team is well-versed in the state statutes and other mandatory investment policies that public entities must abide by. You can rest assured that our comprehensive planning and reporting systems ensure full compliance as we manage your portfolio.