Incline Village, NV Office

7Two provides financial planning, discretionary portfolio management, investment consulting, and related advisory services to individuals, high‑net‑worth clients, families, trusts, estates, businesses, family offices and other institutional investors. The firm also advises and sponsors private pooled investment vehicles (special purpose vehicles) and, as of December 31, 2025, reported $230,391,190 in discretionary assets under management and roughly $2.68 billion in assets under advisement.

The firm’s investment process combines fundamental and technical analysis with strategic asset allocation, typically employing low‑cost mutual funds, ETFs, alternative investments, interval funds, and, when appropriate, individual securities or options. 7Two uses outside managers for some separate‑account strategies, offers private fund and SPV opportunities to qualifying clients after due diligence, and conducts periodic portfolio and manager reviews.

Notable distinctions include acting as general partner/managing member and sponsor for SPVs and private funds, permitting employee and affiliate coinvestment in those vehicles, and operating across multiple offices with a compact advisor team. The brochure also discloses affiliated relationships with a broker‑dealer that engages in placement activities and other third‑party arrangements (e.g., custodial and administrative platforms), which the firm identifies as potential conflicts and documents in its disclosures.