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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

雷德伍德投資管理公司與利他主義學院合作提升RIA的體驗
PR Newswire ·  05/30 12:41

A Unique Gathering Designed to Transcend the Typical Conference Setting

一個獨特的聚會,旨在超越典型的會議設置。

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).

亞利桑那州斯科茨代爾,2024年5月30日/美通社/-- Redwood投資管理公司很自豪地宣佈其贊助Altruist Academy,這是一次面向註冊投資顧問(RIAs)的獨家研討會。

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.

作爲Altruist Academy的贊助商,Redwood投資管理公司將在2024年6月10日至12日於1 Hotel West Hollywood舉行的活動中扮演重要角色。Redwood創始人和投資組合經理Michael T. Messinger將與行業領袖一起參加“FireSide Chat: navigating the RIA Landscape”,並提供他的見解和專業知識。

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.

與經常回收相同內容的標準行業活動不同,Altruist Academy提供了新鮮,引人入勝的方法。該活動將親密的場景排在首位,以確保有意義的互動和更深入的學習機會。這種環境鼓勵與會者分享經驗和戰略,促進真正的聯繫和協作學習。

"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是我們對典型,缺乏啓發性的行業活動的答案,” Altruist的創始人兼首席執行官Jason Wenk說道。“我們將通常的格式剝離掉,專注於真正重要的聯繫,成長和創新。我們的會議大多由同行領導,深入探討三個關鍵領域:精化規劃技能,拓展業務和提高運營效率,以實現更高客戶滿意度。爲一個小而敬業的群體設計的這次活動,強調協作,相互學習,並共同推動我們在這個行業中可以實現的極限。”

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補充道:“我們感謝Redwood投資管理公司成爲這次活動的贊助合作伙伴。我認識他們有很多年了,他們專注於爲顧問提供服務,這是使他們成爲成功夥伴的因素之一。“

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投資管理公司和Altruist之間的合作非常值得一提,因爲Redwood的贊助與Altruist旨在促進與會者之間的社區感和個人聯繫的願景相契合。Altruist Academy旨在使顧問不僅獲得實際技能,而且激勵他們在行業中推動積極變革。

For more event details, visit: Altruist Academy.

有關更多活動詳細信息,請訪問:Altruist Academy。

About Redwood Investment Management

關於紅木投資管理公司

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 .

紅木投資管理公司通過其風險優先的RiskFirst解決方案,爲所有個人投資者帶來了歷史上僅適用於大型機構和超高淨值個人投資者的創新投資流程和技術。RiskFirst解決方案是建立在管理風險優先的信念基礎之上,它們包括通過單一交易代碼民主化訪問以房地產爲抵押的私人債務,並實施第一批公共和私人投資結合在一個帳戶中的旋轉配資模型。紅木與金融顧問合作,通過紅木共同基金,LeaderShares ETF和RiskFirst模型組合等創新RiskFirst投資解決方案,爲尋求爲個人投資者取得更好成果的金融顧問提供了一致的投資盟友。欲了解更多信息,請訪問RiskFirst 解決方案。 RiskFirst 解決方案建立在管理風險優先的信念基礎之上,它們包括通過單一交易代碼民主化訪問以房地產爲抵押的私人債務,並實施第一批公共和私人投資結合在一個帳戶中的旋轉配資模型。RiskFirst解決方案通過紅木共同基金、LeaderShares ETF和Engineered Risk-Budgeted模型組合等,爲金融顧問帶來了創新的RiskFirst投資解決方案。LeaderShares ETF和Engineered Risk-Budgeted模型組合。紅木是金融顧問尋求爲個人投資者取得更好成果的一致投資盟友。了解更多信息請訪問。

About Altruist

關於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將自營券商與直觀的帳戶開通、交易、報告和結算軟件結合爲一體的流程。通過Altruist,您可以創建自定義模型,交易零股,自動化重新平衡,並使用現代移動應用程序與客戶共享績效。了解更多信息,並在Twitter上關注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

市場營銷副總裁

Altruist媒體聯繫人

Redwood投資管理公司

Gregory FCA

[email protected]

[email protected]

SOURCE Redwood Investment Management

來源:紅木投資管理公司

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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