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Donald William Smith

Redwood Investments, LLC

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About Donald William Smith

Donald William Smith is a financial advisor registered in Massachusetts and Pennsylvania. Donald is a Chartered Financial Analyst and works as an Investment Advisor Representative for Redwood Investments, LLC. Donald has been in the industry since January 2014. Donald's firm provides investment advisory services for businesses, individuals, investment companies and pooled investment vehicles.

Firm Information

Donald Smith is currently registered with Redwood Investments, LLC. Redwood Investments, LLC is an investment advisor headquartered in Boston, Massachusetts. The firm manages approximately $1.69 billion in assets for a diverse range of clients, including individuals, corporations, investment companies, charitable organizations, pension plans, and state and municipal government entities. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also participate in wrap fee programs.
Redwood Investments, LLC

265 FRANKLIN STREET

BOSTON, MA 02110

$1.69B

Assets Under Management

6

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Smith’s Registration & Firm History

MA

09/01/2020 - Present

Redwood Investments, LLC (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald William Smith.
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