Institutional Investors

Institutional investors typically have different needs than a private investor. Our Key Man and Mortgage Funds structure is designed to direct resources to essential investment management services and to meet the needs of institutional investors for results and responsive communications and service.

Redleif Investments can manage multiple funds for institutions with specific needs based on regulatory, tax or other conditions. Separate account management allows us to accommodate each client’s specific benchmark and investment guidelines. For taxable accounts, separate account management permits us to optimize each portfolio’s unique tax circumstances.

Our investment grade fund serve as the core components of investment programs that are designed to meet specific objectives and to honor investment restrictions as well as institutional timelines.

We are interested in expanding our current investor base to include Angels Investors, Family Offices, Foundations, Endowments, and other Institutional investors. We pride ourselves on working with institutional investors to build a tailor made investment while working within the structure of our current funds. Contact us if you would like to learn more about investing with Redleif Investments.