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Redwood Investment Management Partners With Altruist Academy to Elevate the RIA Experience

Redwood Investment Management Partners With Altruist Academy to Elevate the RIA Experience

雷德伍德投资管理公司与利他主义学院合作提升RIA的体验
PR Newswire ·  05/30 12:41

A Unique Gathering Designed to Transcend the Typical Conference Setting

一个独特的聚会,旨在超越典型的会议设置。

SCOTTSDALE, Ariz., May 30, 2024 /PRNewswire/ -- Redwood Investment Management is proud to announce its sponsorship of Altruist Academy, an exclusive workshop for Registered Investment Advisors (RIAs).

亚利桑那州斯科茨代尔,2024年5月30日/美通社/-- Redwood投资管理公司很自豪地宣布其赞助Altruist Academy,这是一次面向注册投资顾问(RIAs)的独家研讨会。

As a sponsor of Altruist Academy, Redwood Investment Management will play a prominent role in the event, held June 10-12, 2024, at 1 Hotel West Hollywood. Michael T. Messinger, Redwood Founder and Portfolio Manager, will also be participating in FireSide Chat: Navigating the RIA Landscape, offering his insights and expertise alongside industry leaders.

作为Altruist Academy的赞助商,Redwood投资管理公司将在2024年6月10日至12日于1 Hotel West Hollywood举行的活动中扮演重要角色。Redwood创始人和投资组合经理Michael T. Messinger将与行业领袖一起参加“FireSide Chat: navigating the RIA Landscape”,并提供他的见解和专业知识。

Unlike standard industry events that often recycle the same content, Altruist Academy offers a fresh, engaging approach. The event prioritizes intimate settings to ensure meaningful interactions and deeper learning opportunities. This environment encourages attendees to share experiences and strategies, facilitating genuine connections and collaborative learning.

与经常回收相同内容的标准行业活动不同,Altruist Academy提供了新鲜,引人入胜的方法。该活动将亲密的场景排在首位,以确保有意义的互动和更深入的学习机会。这种环境鼓励与会者分享经验和战略,促进真正的联系和协作学习。

"Altruist Academy is our answer to the typical, uninspiring industry event," said Jason Wenk, Founder and CEO of Altruist. "We're stripping back the usual format to focus on what truly matters—connection, growth, and innovation. Our sessions, led mostly by peers, dive deep into three critical areas: refining planning skills, scaling businesses, and enhancing operational efficiency for greater client satisfaction. This event is designed for a small, engaged group, emphasizing collaboration, learning from one another, and collectively pushing the boundaries of what we can achieve in our industry."

“Altruist Academy是我们对典型,缺乏启发性的行业活动的答案,” Altruist的创始人兼首席执行官Jason Wenk说道。“我们将通常的格式剥离掉,专注于真正重要的联系,成长和创新。我们的会议大多由同行领导,深入探讨三个关键领域:精化规划技能,拓展业务和提高运营效率,以实现更高客户满意度。为一个小而敬业的群体设计的这次活动,强调协作,相互学习,并共同推动我们在这个行业中可以实现的极限。”

Wenk added, "We are thankful to have Redwood Investment Management as a sponsoring partner for this event. I've known them for many years, and their focus on serving advisors has been one of the things that has made them such a successful partner."

Wenk补充道:“我们感谢Redwood投资管理公司成为这次活动的赞助合作伙伴。我认识他们有很多年了,他们专注于为顾问提供服务,这是使他们成为成功伙伴的因素之一。“

The partnership between Redwood Investment Management and Altruist is noteworthy, as Redwood's sponsorship seamlessly aligns with Altruist's vision of fostering a sense of community and personal connection among attendees. Altruist Academy aims to empower advisors to not only gain practical skills but also inspire them to drive positive change in the industry.

Redwood投资管理公司和Altruist之间的合作非常值得一提,因为Redwood的赞助与Altruist旨在促进与会者之间的社区感和个人联系的愿景相契合。Altruist Academy旨在使顾问不仅获得实际技能,而且激励他们在行业中推动积极变革。

For more event details, visit: Altruist Academy.

有关更多活动详细信息,请访问:Altruist Academy。

About Redwood Investment Management

关于红木投资管理公司

Redwood Investment Management brings innovative investment processes and techniques historically only available for large institutions and ultra-high net worth individuals to ALL individual investors via its RiskFirst solutions. RiskFirst solutions are built on the belief that by managing Risk First, investment success will follow. These innovative investments include democratizing access to private debt secured by real estate, via a single ticker symbol and implementing the first turn-key asset allocation models incorporating public and private investments in a single account. Redwood partners with financial advisors to deliver these innovative, RiskFirst investment solutions through Redwood mutual funds, LeaderShares ETFs, and Engineered Risk-Budgeted Model portfolios. Redwood is a dedicated investment ally for financial advisors seeking to achieve better outcomes for individual investors. Learn more at .

红木投资管理公司通过其风险优先的RiskFirst解决方案,为所有个人投资者带来了历史上仅适用于大型机构和超高净值个人投资者的创新投资流程和技术。RiskFirst解决方案是建立在管理风险优先的信念基础之上,它们包括通过单一交易代码民主化访问以房地产为抵押的私人债务,并实施第一批公共和私人投资结合在一个帐户中的旋转配资模型。红木与金融顾问合作,通过红木共同基金,LeaderShares ETF和RiskFirst模型组合等创新RiskFirst投资解决方案,为寻求为个人投资者取得更好成果的金融顾问提供了一致的投资盟友。欲了解更多信息,请访问RiskFirst 解决方案。 RiskFirst 解决方案建立在管理风险优先的信念基础之上,它们包括通过单一交易代码民主化访问以房地产为抵押的私人债务,并实施第一批公共和私人投资结合在一个帐户中的旋转配资模型。RiskFirst解决方案通过红木共同基金、LeaderShares ETF和Engineered Risk-Budgeted模型组合等,为金融顾问带来了创新的RiskFirst投资解决方案。LeaderShares ETF和Engineered Risk-Budgeted模型组合。红木是金融顾问寻求为个人投资者取得更好成果的一致投资盟友。了解更多信息请访问。

About Altruist

关于Altruist

Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, you can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app. Learn more at and follow Altruist on Twitter @altruist.

Altruist将自营券商与直观的账户开通、交易、报告和结算软件结合为一体的流程。通过Altruist,您可以创建自定义模型,交易零股,自动化重新平衡,并使用现代移动应用程序与客户共享绩效。了解更多信息,并在Twitter上关注Altruist。

Princess Gatela

Sam Marinelli

Vice President of Marketing

Altruist Media Contact

Redwood Investment Management

Gregory FCA

[email protected]

[email protected]

Princess Gatela

Sam Marinelli

市场营销副总裁

Altruist媒体联系人

Redwood投资管理公司

Gregory FCA

[email protected]

[email protected]

SOURCE Redwood Investment Management

来源:红木投资管理公司

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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