Our Services to You

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Our goal is to carefully match clients with quality managers who structure portfolios to meet individual investment mandates. 

 "Their success is your success."

Wendy Cook commenting on aligning goals between clients and financial managers.

We begin by evaluating  your financial objectives, risk tolerance, cash flow needs and time horizon in order to fully understand your financial objectives.

• Next step, Twinbridge recommends 2-3 managers who are closely aligned with your specific goals.

• Meetings are set up for us to hear presentations from investment managers and their support teams.

• After completing the "interview" process and weighing your options, the selection of a financial manager is made.

• The process of transferring your investable assets to a new manager is relatively seamless to you.

Twinbridge Financial clients have access to additional resources through strategic and trusted partnerships with respected:

• Accountants
• Estate and Family Lawyers
• Financial Managers
• Health Care Specialists
• Bill-paying Professionals