Mike Allison
What makes us different?
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Independence- No proprietary products, no quotas just a focus on you and your goals with a simple fee structure to give you maximum transparency.
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Research and accountability-We don't use third party investment managers. All our portfolios are comprised of investments we have selected using our investment process and extensive research.
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Fiduciary Standard- We are fiduciaries not brokers. This requires us to put your interests above our own.
Public Entities Investment Management
Because public funds are ultimately owned by taxpayers, it’s critical they are managed safely and transparently. Red Tree Investments helps you create policies and implement plans that strive to fulfill both objectives. Our investment adviser services include:
Operating Funds Management
Step 1
Determine risk tolerance and review investment policy to reflect risk tolerance and specific investment goals.
Step 2
Create Cash flow estimates and use these estimates to direct opportunities to match investment vehicles to cash flows.
Step 3
Implement plan by acting as a fiduciary to seek out the best investment options for clients best interest. Monitor interest rate environment and report results.
Managing the operating funds and fund balance of a Public Entity is critically important to maximize the interest earnings of taxpayer funds. This can be accomplished by
Bond Proceeds Investment Management Process
Properly managing the proceeds of a bond issue is critical in the overall long term success of the bond. Maximizine interest earnings can afford additional projects to be completed that exceed the original budget of the bond issue. Entities must also be aware and manage the Arbitrage Compliance issues that apply to prevent unexpected payments to the IRS and the amount of interest earnings retained.
Step 1
Determine risk tolerance and review investment policy to reflect risk tolerance and specific investment goals related to the Bond Issue
Step 2
Work with Architect and Construction staff to determine cash flow schedule for the project .
Step 3
Implement plan by acting as a fiduciary to seek out the investment options that best meet client needs. Monitor interest rate environment and report results.
Step 4
Assist with IRS Arbitrage Compliance vendor selection and monitoring ongoing compliance.