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Investment Management


Investment Portfolio Analysis

We believe that when it comes to investment advice that a correct diagnosis or assessment of your current situation comes before a prognosis and a recommended course of action. Said another way, at RedStone Advisors, products never come before people and their goals. With this in mind our advisors, as part of the financial planning process, will evaluate your assets relative to your investment objective, risk tolerance and time horizon in order to fully understand your current situation. This analysis along with your financial plan serve as the basis for your advisor’s recommendations.

Risk Assessment

It is important to understand how much risk you need and are willing to accept in your portfolio in order to achieve your goals. At RedStone Advisors we believe that risk should be evaluated along multiple dimensions. Acceptable risk is a risk that is understood and tolerated usually because the cost of implementing an effective countermeasure for the associated vulnerability exceeds the expectation of loss.

Portfolio Risk Management

Life is not static and neither should the risk you take in your portfolio be over time. Portfolio Risk Management is the continuous process of analyzing your portfolio to making sure remains in line with your acceptable risk tolerance, objectives and time horizon.

Portfolio Construction and Monitoring

Using the information from your financial plan, portfolio analysis and risk assessment, RedStone Advisors will construct an investment portfolio that will help you meet your financial objectives. Your Advisor will monitor your investments regularly and make changes where necessary. In constructing investment portfolios, we adhere to modern portfolio theory concepts and utilize cost efficient investments such as ETFs, Index mutual funds and institutionally priced actively managed mutual funds.

Tax-Advantaged Investing

RedStone Advisors looks at ways for our clients to consider investments and strategies that can offer better after-tax returns.