The Bottom Line
The Twinbridge Advantage
Twinbridge Financial attends portfolio review meetings and with permission, will receive duplicate monthly, quarterly and annual financial statements for thorough review and performance tracking.
Partnering with Clients over the Long Term
We help clients achieve their financial goals through a network of carefully screened managers who are experts in their field and have dedicated research analysts to support portfolio decisions.
No Additional Fees to Clients
No Additional Fees to Clients
Generally, clients are not charged a fee by Twinbridge. Portfolio management fees are industry standard and are included in the financial statements generated from the managing firm.