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Services

What Redfish Provides

Asset Management

At Redfish Capital we tailor a unique portfolio management style based off the data results from our intensive financial planning process. These portfolios may include individual equities, ETF’s, mutual funds, individual tax-free municipal bonds, US Government treasury and agency bonds and high-grade corporate bonds. At times we may utilize specific alternative investments for diversification as well as private placements including real estate. 

Accounting Services

There is an undeniable power in knowledge, experience and trust. Providing Certified Accounting services to businesses  and Individuals fostering confidence in your numbers. We are  Building professional relationships founded on trust, communication and respect. Equipped with experts that assist with making critical business decisions.Every day is an opportunity to cultivate long term, reliable relationships.

Preparation and Planning

Effective financial planning and preparation are the cornerstones of sound investment strategy at Redfish Capital. This meticulous process involves a comprehensive analysis of an individual’s financial situation, goals, and risk tolerance. By thoroughly assessing these elements, we are able to construct tailored portfolios that align with each client's unique needs and objectives. This preparation not only enhances the potential for achieving desired financial outcomes but also provides a clear roadmap for navigating the complexities of the financial markets.

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17302 House Hahl Road

Suite 215

Cypress, TX 77433

Office: 281-746-6084

Fax: 281.256.3182

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Redfish Capital Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Redfish Capital Management an Investment Advisor in the State of Texas. Being registered as an investment adviser does not imply a certain level of skill or training.

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