At Redfish Capital we are 100% committed to the highest level of personal customer service and open communication. Every client will have a comprehensive financial plan based on their needs and goals. We will do our utmost to earn your confidence that it is invested wisely, that it is faithfully monitored, and scrutinized on a steady basis to confirm we are on track towards meeting our stated objectives.
Our goal is to develop a personal relationship with every client based on the highest level of client service and earned trust, where all clients have clearly defined financial goals and a realistic avenue to achieve those goals with consistent communication, and monitoring to work towards their success.
Redfish Capital Management's Core Practice Philosophy
- Provide an individual strategic design for every client that will serve as the foundation for all wealth building and wealth distribution phases of life.
- All investment strategies will be based on sound risk management principles.
- Realize that attention to all forms of risk is paramount to proper asset management.
- Every client will have updated written instructions on how they plan to pass along all business and personal assets to heirs.
- Tax management is essential to the oversight and evaluation of assets.