Who We Are
We build long-term relationships by earning our clients’ trust daily.
- Founded in 1991, Redstone Advisors is an independent SEC Registered Investment Advisory firm (RIA), specializing in the active management of customized bond portfolios for high-net-worth individuals and institutional clients across the United States who place a high value on the preservation of wealth, the maximization of income and exceptional service from a trustworthy specialist.
- We are wholly owned by our active principals with no ties to outside entities. As such, your relationship will always be with the same people who manage your money.
- We are intentionally structured as a fee-only fiduciary so that we may be comprehensively and continuously responsible solely to our clients.
- Fee Only + Fiduciary = Shared Success
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“There are two risks in investing: One is to lose money, and the other is to miss an opportunity. You can eliminate either one, but you can’t eliminate both at the same time.”
Howard Marks, Oaktree Capital Management
What We Do
We build investment value for our clients, one portfolio at a time.
- Redstone Advisors is an investment specialist that combines a timeless approach to investing and a unique perspective on markets and macro to construct and actively manage individual, customized bond portfolios.
- Our primary goals are the preservation of wealth and the maximization of income. Given their unique defensive properties, bonds are particularly well suited to meet these goals.
- After all, every good bond always goes to par.
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“The allocation of assets to achieve a desired income in retirement is radically different from the goal of maximizing wealth at retirement”
Financial Analyst Journal, November 2020
Why Choose Us
You created the wealth. We can help you keep it.
- In an age of total wealth management, we believe the most important allocation of your total wealth, that portion you cannot afford to lose, demands an expert focused solely on that allocation.
- We have a long track record of specializing solely in the active management of fixed income.
- We manage all client portfolios on a separately managed account basis by considering each client’s unique situation and constructing a portfolio specific to each client’s investment objectives.
- We believe the cornerstone of superior bond management is wealth preservation. Properly defined, risk is always the risk of loss and high-quality bonds are uniquely suited to preserve your wealth.
- We believe that wealth that takes a lifetime to create is worth being intentional to preserve.
Why Choose Us
Timeless Approach
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