Red Meadow Advisors, LLC

Red Meadow Advisors is a state‑registered, fee‑based independent advisory firm that works primarily with individual clients as well as trusts, estates and business entities. The firm offers discretionary portfolio management as its core service and also provides financial planning and business consulting on a flat‑fee or hourly basis, managing a small, highly personalized client roster with roughly a dozen to a few dozen accounts and AUM in the single‑digit millions.

The firm builds an Investment Policy Statement for each client and typically constructs an index‑driven core portfolio using mutual funds and exchange‑traded funds, then applies a sector‑rotation overlay to overweight sectors through the business cycle based on fundamental research, economic analysis, relative value and momentum. Portfolios are generally long‑only and managed on a discretionary basis, with the adviser preferring frequent client meetings to reassess risk tolerance and goals.

Notable differences from many peers include a deliberate restriction to mutual funds and ETFs rather than broad use of individual securities, and a sector‑rotation emphasis layered on a diversified core — an approach that is less common among small independent RIAs. The firm’s principal brings longstanding credentials and institutional operations experience (including building an in‑house international trading desk) and has adopted formal ethics and trade‑supervision practices (CFA/Asset Manager Code adherence, employee trade reporting, block‑trade allocations) while not participating in soft‑dollar or third‑party compensation arrangements.