The founders sought to establish a unique global financial services firm where their philosophy and signature capabilities could work best to deliver success to a select group of investors and institutions.
Independent & Objective
Our business was founded on the principal of providing quality, objective investment advice, independent of products or third party compensation arrangements regardless of where assets are custodied. We are not paid commissions, nor do we accept any payments, direct or indirect, from investment managers, or other professionals we hire on behalf of our clients. These policies ensure the absence of any conflicts of interest. The only compensation we receive is our advisory fee to provide unbiased independent advice. We sit on the same side of the table as our clients and always put their interests above others.
Innovative
Because investment success ultimately depends on underlying economic performance, we begin by identifying opportunities on a Top-Down basis utilizing proprietary macroeconomic scenario analysis combined with an implementation approach typically available only to the largest private investors and institutions. Each client’s investment strategy therefore reflects our views of secular global trends and cyclical imbalances. We analyze different scenarios and use them to construct portfolios that carefully balance these secular and cyclical opportunities with risks. Most important, we develop flexible, adaptive and creative investment strategies that fit our clients’ needs and objectives.
Customized Service
At Twin Focus, we take a holistic approach to financial planning and investment management. We firmly believe that active portfolio management must be customized and tailored to the specific situation of each client, whether private, corporate or institutional, in such areas as taxes, cash flow management, income needs, balance sheet issues, financial and non financial holdings, philanthropic objectives, intergenerational issues and personal objectives. Only after carefully analysis do we develop a comprehensive wealth management plan incorporating all these factors. Our innovative and unique approach to creating personalized financial solutions for our clients is what distinguishes our value proposition from those of our competitors in a marketplace where cookie cutter approaches to financial planning and problem solving are the norm.
Rigorous Risk Management Process
Each individual client has a unique risk tolerance. Twin Focus reviews all the risks that clients face and evaluates how best to mange these exposures. In doing so, we do not formulate our risk budget solely on historical averages as such a mindset can lead to a false sense of security in the certainty of future risk and return. Rather than begin with a traditional stocks and bond portfolio, a dynamic and innovative manager search and selection process is utilized to construct portfolios using equities, fixed income, hedge funds, real estate, venture capital, and private equity. Our risk management analysis not only monitors the probability or likelihood of loss but also the magnitude of potential loss.
Tangible Value Added
Analyze trailing 12 month fee breakdown and value added services on all current investment management and banking providers Provide investment policy statement and implementation document detailing steps to meet overall objectives at relationship initiation
Work to increase efficiency across aggregate asset base:
Renegotiate fee structures Evaluate current and alternative custodians Review global aggregate asset allocationQuarterly interviews and briefs on investment managers/strategies and financial service providers
Quarterly write-up on market/economic outlook and recommended course of action
Monthly consolidated performance monitor including qualitative and quantitative performance attribution analysis
Our Clients
Twin Focus works closely with high net worth families and individuals that often times have complex situations and many custody assets globally.The majority of our clients are first and second generation executives and entrepreneurs and have been extremely successful in their own business ventures. They have little time or desire to have to worry about preserving and growing their capital, let alone the logistics of managing the aggregate picture and filtering out value added products and services by financial providers.
These individuals and families were in search of a trusted advisor that could provide the highest level of competence and confidentiality while consulting on objective development and implementing a strategic long term plan.
