Redwood Park Advisors

Redwood Park Advisors provides investment advisory and financial planning services to individuals (including high‑net‑worth and non‑HNW clients), trusts, estates, charitable organizations, corporations, and employer‑sponsored retirement plans. The firm’s service menu includes comprehensive portfolio management, asset management, separately managed accounts through Schwab’s Managed Account programs, standalone financial planning and consulting, and retirement plan consulting for plan sponsors.

The firm describes an analytical investment process that combines fundamental, qualitative, sector, quantitative and technical methods and implements diversified asset‑allocation strategies (strategic, dynamic, tactical, and core‑satellite). Portfolios may include individual stocks and bonds, ETFs, mutual funds, options, private funds and, on a limited basis, digital assets; Redwood Park also regularly uses third‑party money managers and monitoring services and states it will act as an ERISA fiduciary for retirement accounts.

What is distinctive about the firm is its mix of individual wealth clients and institutional retirement work: the brochure includes retirement plan consulting, an ERISA 408(b)(2) disclosure, and—uncommonly for peers—reports serving banking or thrift institution clients in addition to corporate plan sponsors. The firm also operates with a small advisory team overseeing roughly $170 million in regulatory assets and explicitly addresses digital asset recommendations and the limitations on direct custody or execution of those assets.