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About Redwood

Investor-centric money management laser-focused on drawdown risk.

Redwood Investment Management manages RiskFirst investment solutions for financial advisors and their clients. Founded in 2010 by Michael Messinger, our firm holds the foundational principle that investment success requires management of risk.

A registered investment advisor, Redwood has grown to approximately $2.7 billion in assets under management (12/31/23). We apply proprietary quantitative investment strategies as the advisor to Redwood mutual funds, LeaderShares ETFs, separately managed accounts, unified managed accounts, and model portfolios.

Our team has diverse capabilities in quantitative research, investment strategy construction, and full-service partnership – as well as extensive distribution and leadership experience.

Via our RiskFirst process rooted in clear, defined, achievable expectations, we support planning-focused advisors with the goal of better outcomes for the individual investor.


Michael T. Messinger

Founder, Portfolio Manager

Richard M. Duff, JD

Portfolio Manager, Managing Partner

Michael T. Cheung

Portfolio Manager, Managing Partner

Michael C. Sasaki, CFA®

Partner, Senior Investment Analyst

Princess Gatela

Partner, VP of Marketing

Conner R. Small, CIMA®, CFP®

Partner, VP of Advisory Solutions

John C. Yung, MBA

Chief Compliance Officer

Aldo Lozano


Kevin Casey

Strategic Advisor

Guillaume Chau-Pech

Executive Assistant


Scottsdale, AZ

Compliance Associate

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Operations Associate

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Advisor Analyst

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Quantitative Research Analyst

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Rotational Program - Internship

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