A complete list of active advisors currently associated with Red Cedar

Warmer can help you find a great advisor at Red Cedar or one who fits your needs even better.

Red Cedar Advisory serves individuals (including high-net-worth clients) as well as retirement plans, trusts, charitable organizations, and small businesses. The firm offers asset management through its Red Cedar Asset Management Services, plus financial planning, consulting, and ERISA plan participant advisory services. The firm typically manages accounts on a discretionary basis using a combination of fundamental and technical analysis alongside asset-allocation approaches, with individualized portfolios and at least annual reviews. Investment choices may include equities, fixed income, mutual funds and ETFs, covered-call and purchased-put option strategies, inverse ETFs, and non-traded alternatives, and the firm monitors trading activity for suitability. Red Cedar is notable among peers for disclosing that its advisors may attempt to time equity markets — an uncommon practice for supported firms — and for using option- and derivative-based strategies that can increase trading activity and portfolio complexity. It also provides ERISA 3(21) advisory services and multi-year consulting arrangements while operating at a relatively small adviser scale (about $40.7 million in assets under management), which shapes the mix of planning and active investment services it offers.

To learn more about the advisors currently working at Red Cedar, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.