A complete list of active advisors currently associated with Redpoint Investment Advisors

Warmer can help you find a great advisor at Redpoint Investment Advisors or one who fits your needs even better.

Redpoint Investment Advisors serves individual clients with tailored portfolio management and provides one-time or ongoing financial consultation. Portfolios focus on domestic and international equities intended to generate growth and income and are constructed based on each client’s goals, risk tolerance, time horizon, liquidity needs, and other personal circumstances. The firm follows a long-term buy-and-hold philosophy, categorizing recommendations into larger “Core” positions selected for free cash flow, dividend history, and durable competitive advantages, and smaller “Speculative” positions aimed at high-growth or disruptive opportunities; selection is informed by proprietary financial models, public filings, conference calls, and occasional site visits. Trading rules prohibit options, margin, and penny-stock investments, and select ETFs are used for diversification, income generation, or hedging where appropriate. Noteworthy for a small independent advisor, the brochure discloses that the firm advertises and supplies performance reporting to clients, including quarterly time-weighted returns or an internal rate of return, and asks clients to compare the firm’s reports with custodian statements. The firm also documents limited internal use of AI-assisted tools with written safeguards that exclude client nonpublic data and offers hourly financial consultation services, combining reported performance transparency with defined operational controls that distinguish it from many solo practitioners.

To learn more about the advisors currently working at Redpoint Investment Advisors, 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.