DO YOU CURRENTLY HAVE ONE OF THESE PROBLEMS:

SHALLOW CONVERSATIONS

NO COMMUNICATION

LACKLUSTER PERFORMANCE

NO PLAN

LACK OF FINANCIAL GUIDANCE

IF ANY OF THESE SOUND LIKE YOUR EXPERIENCE, GET TO KNOW US.

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THE FREEDOM TO SOAR

We chose the hawk to represent the attributes of the firm we desired to create for our clients:

Independence

Redhawk has numerous affiliations, allowing us to  be 100% independent and free to choose the  very best solution for each investor.

Speed

Clarity of vision enables us to move quickly,  helping us avoid market downturns, maintain  client gains, and provide better financial outcomes.

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Vision

We vigilantly watch investment performance and share that information with you regularly so that you will know that together, we are watching over and managing your hard-earned dollars.

Strength

Our advisor group is rapidly growing as  more investors experience the Redhawk  Wealth Advisor difference. Today, we are  working with advisors in 40 states, with  over $1 billion in assets under management.

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WATCHING LIKE A HAWK
Many investors have heard the old “buy and hold” adage. And all too often what gets held is an underperforming investment acting like a dropped anchor – weighing down portfolios – negatively impacting financial outcomes.
Redhawk’s investment committee meets weekly to select, monitor, and replace underperforming investments with those that will keep clients moving along toward their investment objectives.
We use proven protocols to monitor fund performance on a weekly basis. Funds are scored based upon how they perform against their benchmark. Funds are then categorized based upon if they fall into the Keep Zone, Watch Zone, or Replace Zone.
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What is the key to mitigating losses during a downturn? A consistent approach. Weekly monitoring of funds and quick action helps clients avoid many of the pitfalls of the buy and hold strategy. We strive to ensure that all of the investments in portfolios remain in the “keep” zone.
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COMMUNICATING WITH SPEED, ACCURACY, AND CONSISTENCY

We’ve heard the stories; the advisor who is happy to communicate when things are going well, but hard to find during downturns. At Redhawk, one thing we don’t have is a failure to communicate – we are always easy to find. Here’s how we communicate regularly with our advisors and investors:

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Weekly Update

We send weekly emails to clients with market commentaries and investment signals on portfolios. This way, clients can see exactly what we are doing within their portfolios and why.

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Monthly Monitoring Report

We also provide monthly investment committee advisor reports and podcasts revealing how the underlying investments within portfolios are scoring, what has been replaced and why.

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Quarterly Performance Reports

We make available a quarterly performance report for clients. The report includes transactions, performance, and other important information pertaining to your account.

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24 / 7 Online Account Access

Log in directly via brokerage access or use the Client Portal to run ad hoc performance reports any time you want.

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OUR SERVICES
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Comprehensive Financial Planning
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In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

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Investment Management
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We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

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Retirement Planning
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We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

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Legacy Planning
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Our commitment to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

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Tax Planning
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We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

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Insurance
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We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

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OUR MEETING PROCESS
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Your Investment Personality
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We have learned that everyone takes a different approach to investing. We call your individual approach your Investment Personality.

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Your Risk Number
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Have you been asked if you are conservative, moderate, aggressive... moderate aggressive. It is time to identify your true risk tolerance.

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Current Investment Review
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Investments will always have volatility. So are you in top performing funds? Our technology will show you exactly how your investments are performing.

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Your Roadmap
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Our retirement roadmap will tell you how much to expect in retirement and show you a better financial outcome. 

See Our Full Process
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Our fiduciary process is made up of four principles: select, monitor, replace, and communicate.