Redwood leadership details the **_RiskFirst_** process, principles, and philosophy

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The relationship with Redwood has been phenomenal though Redwood has been a very useful tool for us. What I like about Redwood is their risk based strategy through the risk first process and being able to manage drawdown risks, being able to set client expectations, their analytics, their material, the education they provide, their communication skills are great. We get a lot of information that we can use and in part to our clients, they really give us the tools in the portfolios to really help manage that risk for our clients.They make my life simpler.

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**RiskFirst®** is a registered trademark of Redwood Investment Management, LLC. Redwood Investment Management, LLC is an SEC registered investment advisor. Such registration is not an endorsement by the firm and does not indicate that the advisor has achieved a certain level of skill or ability and no inference to the contrary should be made. Please see firm’s Form ADV Part 2A (Brochure) for more information on risk and investment strategies, which is available upon request.

For Advisors, by Advisors

The Investment Professional speaking in the video above is an adviser whose portfolio is sub-advised by Redwood Investment Management. No compensation was provided for these statements. The adviser’s firm and Redwood and any affiliates are not related entities. The views expressed are provided for information purposes only. Statements and opinions are subject to change without notice. No statements are made as to guarantees on any specific outcome or profit. Investments or strategies mention may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendation appropriate for you. Before acting on information shown here, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

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The views expressed are those of Redwood and are provided for information purposes only. Statements and opinions are subject to change without notice. No statements are made as to guarantees on any specific outcome or profit. Investments or strategies mention may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendation appropriate for you. Before acting on information shown here, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Michael Cheung "Unplugged"

Emotional Awareness

Meet your Advisor Analyst

The financial professionals speaking in this video are with unaffiliated third-party investment advisory firms that uses model strategies provided by Redwood Investment Management, or a Redwood affiliate.  Under that arrangement, Redwood or our affiliate receives fund management fees through Redwood managed funds that are used in the model allocations.  Neither Redwood nor our affiliate has, or is directly or indirectly compensating the speaker or their advisory firms for providing this endorsement.  The video is provided for information only and contain opinions that should not be construed as facts.

**RiskFirst®** is a registered trademark of Redwood Investment Management, LLC. Redwood Investment Management, LLC is an SEC registered investment advisor. Such registration is not an endorsement by the firm and does not indicate that the advisor has achieved a certain level of skill or ability and no inference to the contrary should be made. Please see firm’s Form ADV Part 2A (Brochure) for more information on risk and investment strategies, which is available upon request.

Benefits of Partnership

Engineered For The Individual

For information purposes only and contain opinions that should not be construed as fact.

The Fallacy of Historical Performance

Breaking the Inefficient Cycle

Your Clients Deserve Better

For information purposes only and contain opinions that should not be construed as fact. **RiskFirst®** is a registered trademark of Redwood Investment Management, LLC.

Process, Not Products

Managing Drawdown Risk

The Most Relevant Risk Metric

For information purposes only and contain opinions that should not be construed as fac

The Math of Loss

The One Thing You Can Manage

Disclaimer: For information purposes only and contain opinions that should not be construed as facts. There is no guarantee that objectives discuss will be achieved. This video is intended for investment professionals.

Quantifying Expectations

Disclaimer: For information purposes only and contain opinions that should not be construed as facts. There is no guarantee that objectives discuss will be achieved. RiskFirst® is a registered trademark of Redwood Investment Management, LLC. This video is intended for investment professionals.

3-Step Process

Disclaimer: For information purposes only and contain opinions that should not be construed as facts. There is no guarantee that objectives discussed will be achieved. RiskFirst® is a registered trademark of Redwood Investment Management, LLC. Advisors 28% Annual AUM growth is not meant to reflect portfolio returns only. Advisor’s AUM growth is tied to multiple factors; such as, new asset flow from new or existing clients, performance, etc. Source of AUM data from Redwood or RiskFirst partners during a specific time-period. Further details available upon request.  This video is intended for investment professionals.

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Redwood leadership details the RiskFirst process, principles, and philosophy