Portfolio Management

Portfolio management for the modern world.


It’s no secret that the financial industry has confused or intimidated investors for years. Hidden fees, complicated terminology, tax implications, media hype…what and who are we to believe? At TWM, we advocate full transparency. Our Portfolio X-Ray service allows us to look inside your current mutual funds, ETFs, and annuities, and tell you exactly what you’re paying. We can also illustrate for you how your money is actually being invested. In some cases, clients come to find they have a very well run and cost-efficient portfolio. In others, they find their fees to be far greater than they would have thought, or perhaps the overall risk is not in sync with overall risk tolerance.

Click here to schedule your complimentary portfolio X-ray.