A complete list of active advisors currently associated with Redstone Advisors Inc

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

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.

To learn more about the advisors currently working at Redstone Advisors Inc, 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.