Red Cedar Investment Management
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Overview
Red Cedar Investment Management is a financial advisory firm that has its headquarters in Grand Rapids, Michigan. The firm handles $1.5 billion in total assets throughout 63 customer accounts, making it one of the largest firms in the United States by assets under management (AUM). It has a small team, including 11 financial advisors. Red Cedar Investment Management is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial assets such as equities, options and bonds.
Red Cedar Investment Management manages all of the company's client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction decisions without needing client consent. The firm manages roughly $23.1 million for each customer account. An average advisor at Red Cedar Investment Management manages about six client accounts, making it one of the more personalized firms in the country.
The company's main office is located at 333 Bridge Street Nw, Grand Rapids, Michigan 49504. It is permitted to provide services to clients throughout a few states, including Michigan and Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Red Cedar Investment Management by the Numbers
$1.5 billion
14
63
$23.1 million
Products and Services
Red Cedar Investment Management provides a number of services, which can consist of portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Red Cedar Investment Management is not engaged in selling products or offering services aside from investment advice to its investment advisory customers. The firm is affiliated with a number of other service providers in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely vary depending on the services provided. Fees billed by the company typically consist of the following fee type: asset-based. Red Cedar Investment Management does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a number of different clients. It provides services to investment companies, pension plans, charitable organizations, insurance companies and corporations. Out of its 63 accounts, Red Cedar Investment Management's largest client type is insurance companies. None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 80%
- Charitable Organizations - 20%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Red Cedar Investment Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Red Cedar Investment Management
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Cincinnati, OH
Cincinnati, OH
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
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