Twin City Private Wealth, LLC

Investment Strategy

Twin City Private Wealth provides customized investment advisory services including portfolio management and comprehensive financial planning. Their portfolio management includes periodic monitoring and review of client holdings to ensure alignment with stated goals, leveraging sub-advisers when appropriate. They manage portfolios across a broad spectrum of equities—with the top ten holdings representing over a quarter of total AUM—and focus on tailored strategies for each client’s risk tolerance and financial objectives. They primarily serve individuals, with a majority of AUM from high-net-worth clients. Their approach emphasizes long-term planning, retirement solutions, risk analysis, and cost optimization.