Tweddell Goldberg Investment Management

Tweddell Goldberg Investment Management provides fee-only investment advisory and asset management services to individuals (including high-net-worth clients), as well as trusts and business entities, serving about 113 client accounts with roughly $96.9 million in assets under management. The firm offers both discretionary and non‑discretionary arrangements and also delivers limited-scope financial planning on an hourly basis.

Portfolios are customized for each client, often constructed primarily with no‑load or low‑load mutual funds and ETFs (including institutional share classes when available), and are selected using a mix of fundamental and technical analysis supplemented by third‑party research such as Morningstar and specialized REIT services. The firm generally recommends the lowest available fund share class at the chosen custodian and executes trades through institutional custody platforms, citing both execution and practice‑management services provided by those custodians.

Compared with peers, the firm’s asset base is notable for being primarily managed on a non‑discretionary basis, a relatively uncommon arrangement among similar advisers, meaning clients retain pre‑trade approval for many transactions. The firm also does not accept proxy‑voting authority on client securities, leaving voting responsibility with clients, and it operates without commission or 12b‑1 compensation and does not participate in wrap fee programs.