EXCLUSIVE: RISKALYZE + REDWOOD INVESTMENT MANAGEMENT WEBINAR | A PATH TO GROWTH THROUGH PROCESS

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On-Demand

Join Todd Johnson,  Director of Channel Alliances at Riskalyze, Richard Duff, Managing Partner & Portfolio Manager at Redwood Investment Management, and Conner Small, Head Advisor Analyst at Redwood will walk through the RiskFirst® 3-Step process:

  • Clear, defined, achievable client expectations
  • Investment implementations directly tied to risk ranges
  • Tools to measure client success

Available on the Riskalyze Partner Store, the Engineered Risk-Budgeted Models (ERBs) from Redwood Investment Management are built for a variety of investor risk tolerances and rooted in the RiskFirst® philosophy.

Before the webinar, explore Redwood portfolio solutions to learn more about ERB implementations and determine if the RiskFirst® approach is a good fit for your practice.

You won’t want to miss this webinar!

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Meet The speakers

Todd Johnson
Director of Channel Alliances at Riskalyze
Conner Small
Head Advisor Analyst at Redwood
Richard Buff
President & Managing Partner at Redwood
"Riskalyze is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying using Riskalyze."
- ALLISON, ADVISOR IN CALIFORNIA
"For all you advisors thinking of using Riskalyze, DON'T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!"
- YO, ADVISOR IN CALIFORNIA
"Setting clear expectations with our clients is one of the most important things we do. Riskalyze makes that easy!"
- DAVID, ADVISOR IN CALIFORNIA

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