Redstone Advisors Inc logo

Redstone Advisors Inc

Updated today

Client AUM

$262,474,009

Clients

98

Advisors

5

of 6 employees

About

Redstone Advisors, Inc. is an independent investment adviser that provides discretionary, separate-account portfolio management focused on fixed income—primarily municipal and government bond portfolios—for institutions (retirement plans, endowments, foundations, union plans) and high-net-worth individuals. The firm manages about $490.6 million across roughly 98 client relationships and generally requires a $1,000,000 minimum to establish an advisory relationship.

The firm emphasizes a personalized, tax-aware approach to fixed income investing, documenting investment parameters and client-imposed restrictions in Investment Policy Guidelines and monitoring accounts daily with periodic in-depth reviews by firm principals. Written reports are provided quarterly and typically include a statement of assets, economic and market commentary, and, where appropriate, a performance summary.

Compared with many peer team firms, Redstone discloses and advertises performance results and includes performance summaries in its client reporting, a practice that is relatively uncommon among similar advisors. The firm also manages all reported assets on a discretionary, separate-account basis and describes operational arrangements—such as recommending Charles Schwab as custodian, using Bloomberg Professional Services for research, and permitting order aggregation and occasional cross-trades—that shape how it executes and administers client strategies.

Client services

Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Retired Founder/Business Owner

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Fee options

Fixed

Clients may elect to pay a flat fee, which may be paid monthly or quarterly, instead of percentage-based fees.

Percentage

$0 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.30% annually

Other

Account minimum: $1,000,000

Main office

8100 E 22nd St N Bldg 800

Wichita KS 67226

Advisors at this office

5

Most active in

Florida · Kansas · Missouri · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gary G

Wichita, KS

Redstone Advisors Inc

Gary Gamm is a financial advisor at Redstone Advisors Inc in Wichita, KS, with 34 years of industry experience. He has been with Redstone Advisors since 1991. In addition to his advisory role, Mr. Gamm serves on the board of a family limited partnership and acts as trustee for two trusts, providing investment guidance and decisions through his consulting firm. Redstone Advisors specializes in discretionary fixed-income investment management for institutional clients and high-net-worth individuals, focusing on separately managed portfolios of municipal and government bonds. The firm emphasizes active management, tailored portfolios, and formalized reporting and governance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Marc V

CFA®

Wichita, KS

Redstone Advisors Inc

Marc Vincent is a CFA® charterholder with 34 years of industry experience. He has been with Redstone Advisors Inc in Wichita, KS since 1991. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Troy Y

CFA®, Series 63

Wichita, KS

Redstone Advisors Inc

Troy Young is a CFA® charterholder with 31 years of industry experience. He has been with Redstone Advisors Inc in Wichita, KS since 1991. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Gregory P

Series 65

Wichita, KS

Redstone Advisors Inc

Gregory Palko is a financial advisor at Redstone Advisors Inc in Wichita, KS, with 15 years of industry experience. He holds a Series 65 designation and has been with Redstone Advisors since 2011. Redstone Advisors Inc is an independent investment adviser specializing in discretionary fixed income portfolio management, primarily municipal and government bonds, for institutions and high-net-worth individuals. The firm manages approximately $490.6 million across about 98 client relationships and emphasizes a personalized, tax-aware investment approach with detailed reporting and performance disclosures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Patricia S

Series 63, Series 65

Wichita, KS

Redstone Advisors Inc

Patricia Statham is a financial advisor at Redstone Advisors Inc in Wichita, KS, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with Redstone Advisors since 1995. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
View complete list of advisors at this firm
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