A complete list of active advisors currently associated with Redemption Capital

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

Redemption Capital Partners serves individuals (including high‑net‑worth clients), trusts, estates, and business entities with advisory services that include discretionary and non‑discretionary asset management, financial planning and consulting, and retirement plan consulting. The firm also offers access to Schwab’s Institutional Intelligent Portfolios™ program, separately managed account platforms, and third‑party money managers to implement client strategies. The firm’s investment process draws on a mix of fundamental, technical, quantitative and sector analysis and employs direct securities (stocks, bonds, ETFs), options and fixed‑income instruments alongside alternative and structured investments when appropriate. Portfolios are monitored and rebalanced on an ongoing basis, and the firm uses automated tools (including automated rebalancing and tax‑loss harvesting through Schwab’s platform) in conjunction with manager due diligence. A noteworthy feature for a two‑advisor, roughly $237 million firm is that its representatives are licensed insurance agents and receive commissions for insurance transactions, a relationship the brochure identifies as a potential conflict of interest to be managed under its fiduciary duties. The firm also offers an unusually broad set of services for its size—ranging from private funds and structured products to corporate tax and cost‑segregation studies—and relies heavily on Schwab institutional platforms and managed‑account programs as core distribution and operational channels.

To learn more about the advisors currently working at Redemption Capital, 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.