Where is my money held?

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For the Redwood Fund:

Your assets are held by our qualified third-party custodian, UMB. We never have access to money in your investment and only execute your instructions to buy or sell shares from your account.

Similarly, UMB does not have access to these funds and holds them separately from their other assets. In the unlikely event that something were to happen to either company, the assets in this account would not be adversely affected. For more information about UMB feel free to visit umbfs.com.

 

If you're looking for information about checking and savings accounts instead, click here

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