Money manager
Redwood Investment Management
RiskFirst® quantitative strategies
Founded in 2010, Redwood manages approximately $2.5B in mutual funds, ETFs, SMAs, and model portfolios with a single organizing principle: investment success requires management of risk.
About the firm
About Redwood
Redwood Investment Management is a registered investment adviser founded in 2010 by Michael Messinger. The firm advises the Redwood mutual funds, LeaderShares® ETFs, separately managed accounts, unified managed accounts, and model portfolios.
The organizing principle is straightforward: investment success requires the active management of risk. That belief drives every product the firm builds.
Founded
2010
AUM
~$2.5B
Founder
Michael Messinger
Products
Mutual funds, ETFs, SMAs, UMAs, models
Strategy
How the firm invests
- Proprietary, rules-based quantitative strategies — decisions are driven by the signal, not discretion.
- RiskFirst® process built around clear, defined, achievable expectations.
- Quantitative research, investment-strategy construction, and a full-service partnership model.
Role in portfolio
How Redwood fits a WWA portfolio
Redwood often serves as a risk-managed core sleeve for clients who prioritize capital preservation. It pairs well with higher-beta sleeves — a dividend-equity allocation or a direct-indexing position — so the client can dial portfolio risk intentionally rather than accept whatever the market delivers.
Suitability
Who it's for
Not every manager fits every client. Here's when Wealth Watch Advisors leans in — and when a different sleeve is a better answer.
Good fit for
- Pre-retirees and retirees concerned about sequence-of-returns risk
- Planning-focused clients who want behavior-proof rules rather than discretion
Less suitable for
- Aggressive accumulation accounts with a 20+ year horizon where the cost of risk reduction outweighs the benefit
Resources
Documents and partner links
Talk to a WWA advisor about Redwood.
We’ll walk through whether Redwood fits your situation — and, if not, which manager on the platform would.