How we are different
​Red Tree Investments is an Investment Advisor not a broker. We have a fidicuary duty to seek the best interests of our clients. There are no commissions or properietary products, we have no obligations to sell a certain investment product. This gives us advantage of pursuing your best interests.
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 and Bond Proceeds Investment Management Process
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:
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.
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.