ReDefining Risk to Protect and Grow Wealth
"At ReDefine Wealth Management we believe that wealth is best grown and protected through a marriage of sophisticated planning and global macroeconomic-centric investing. Our goal is to distill macroeconomic events and trends into actionable investment strategies where we can assign probabilities, volatility levels, and risk parameters to investments... and tailor portfolios to match client needs and desires. What we offer is not 'off the shelf' wealth management."
- Jeff Nuttall, CFP Co-Founder, Managing Partner
RWM prepared this material for informational purposes only and should not be viewed as advice or recommendations with respect to asset allocation or any particular investment. It is not our intention to state or imply in any manner that past results are an indication of future performance.
Whether you entrust your wealth to an Independent Registered Investment Advisor like ReDefine Wealth Management, or to one of the thousands of reps at a large bank, your accounts are held with a custodian
Custodians maintain and safeguard your accounts, and also provide statements, account administration, and transaction settlement
These functions may be outsourced to a partner that specializes
ReDefine is employee owned and completely independent. Our account custodian is our valued partner - not our employer - so we receive "client" service - not products to push
We chose to partner with The Bank of New York Mellon's Pershing Advisor Services - BNY Mellon is the World's Largest Custodian with over $33.3 Trillion in Assets (as of 12/31/17)