Redwood Investments provides investment advice, specializing in non-U.S. growth equity stocks. Redwood manages investments for institutional clients through separate accounts and funds, and for retail investors through model programs and funds. Redwood offers various investment strategies, including Small Cap Growth, International Developed Markets, and Emerging Markets. Redwood's investment process combines fundamental analysis with quantitative screening to identify high-quality, undervalued companies.
Assets Under Management$1.1B
Clients104
Advisors4
Avg. per Client$10M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees are negotiable over $10 million. This fee schedule applies to Small Cap Growth and Large Cap Core/Growth/Growth Concentrated strategies. Other strategies have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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