Redstone Advisors, Inc.

 

Investment Approach

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Economic Assessment

  • Macroeconomic factors drive financial markets and have the greatest influence on investment results.
  • Continually monitor economic conditions to assess the impact on interest rates.

Market Assessment

  • Construct portfolios to take advantage of expected economic and market conditions.
  • Extensive network of instutional broker/dealers yields optimal access to product.

Portfolio Structure

  • Our Objective: To maximize total return within client guidelines over complete market cycles.
  • Active management emphasizing moderate risk taking across multiple, diversified strategies.
  • Consider each client's unique tax and investment situation.
  • Employ a total return framework to construct efficient portfolios.