REDWOOD INVESTMENT GROUP, INC

Overview

Redwood Investment Group, Inc. is a fee-based registered investment adviser focused on portfolio management for individuals, families and small businesses, with insurance brokerage services layered into its client offering. The firm leans heavily on public fund vehicles—primarily mutual funds—as the core building blocks of client portfolios, while also incorporating ESG considerations into manager and fund selection. Its investment stance favors delegated, discretionary management: the firm reports that all reported assets are managed on a discretionary basis, indicating portfolio construction and ongoing rebalancing are handled in-house or through selected external managers. Redwood positions itself to serve both high-net-worth individuals and institutional clients but its client roster skews toward individual and family accounts by number. The firm uses percentage-of-AUM billing and appears to combine traditional wealth management with insurance solutions, which suggests a holistic planning approach that integrates risk transfer and investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices