Achieving these objectives begins with a comprehensive investment strategy. It is critical that your investment advisor understands trust details and clearly communicates with all trustees about investment approach, tax considerations, asset movement, and distribution timeline. Red Spruce works with estate planning attorneys and tax specialists for your trust and can handle all aspects of the portfolio management process.
At Red Spruce Capital, fundamental research is the foundation of our investment decision-making process. No analysis is conducted in a “top-down” style – that is, no “filters” are created to narrow a list of thousands of companies down to a handful based on a simple ratio, multiple, or inclusion criterion. Instead, our Portfolio Managers evaluate a wide range of industries and companies in a bottom-up fashion by analyzing their revenue growth, operating efficiency, financial stability, and equity valuation. They use a variety of tools to conduct this analysis such as proprietary financial models, SEC filings, quarterly earnings reports, buy & sell-side research, direct company contact, and competitor and supply chain contact. All investment research is conducted internally and the firm does not outsource any aspect of the investment research, selection, or management process to other fund managers or firms.
Choosing the appropriate investments for our clients necessarily implies that we know our clients. That’s why we begin with a free consultation before establishing any formal relationship to help you determine if we are a good fit for your needs. Once you are a client of Red Spruce, you’ll communicate directly with your Portfolio Manager: the person directly responsible for managing the onboarding process, researching and choosing every single investment in your account, and communicating with you regularly about your financial situation. We believe this one-to-one relationship is the key to meeting each client’s unique investment needs.
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