A Path to Growth Through Process
Join Todd Johnson, Director of Channel Alliances at Nitrogen, 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 Nitrogen 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.
Meet the speakers
Director of Channel Alliances at Nitrogen
Head Advisor Analyst at Redwood
President & Managing Partner at Redwood