We have four unitized portfolios (pooled funds) - Redwood Money Market Portfolios, Redwood Income Portfolios, Redwood Equity Portfolios and Redwood Halal Balanced Portfolios. We also have the Redwood Fixed Rate Portfolio. We also structure Private Wealth Portfolios tailored to meet the specific investment objectives and risk tolerance of our clients. Our Private Wealth Portfolios may be discretionary (client gives Redwood the authority to execute trades on the portfolio in line with the Investment Policy Statement) or non-discretionary
We offer investment advisory essentially in the form of non-discretionary private wealth portfolios. The client retains the final investment or divestment decision on any investment ideas that are generated in line with the Investment Policy Statement.
We assist clients to reach their financial goals by understanding their core investment objectives, time horizon, risk appetite, liquidity needs and other concerns or restrictions, and proposing investment bouquets that meet their needs. Examples are the Redwood Child Education Plan, Redwood Emergency Provision Plan, Redwood Health Assurance Plan and Redwood Financial Freedom Plan.