A complete list of active advisors currently associated with Tweddell Goldberg Investment Management

Warmer can help you find a great advisor at Tweddell Goldberg Investment Management or one who fits your needs even better.

Tweddell Goldberg provides investment management and occasional limited-scope financial planning to individuals and their families, including high-net-worth clients, as well as to trusts and business entities. The fee-only firm manages about $96.9 million for roughly 113 clients through a small advisory team and offers both discretionary and non-discretionary advisory arrangements. Portfolios are built primarily with no-load or low-load mutual funds and ETFs, with a preference for the lowest-cost share classes available and use of fundamental and technical analysis supported by Morningstar and other research services. The firm can trade discretionarily but also manages a substantial portion of assets on a non-discretionary basis, obtaining client approval before entering transactions for those accounts. Notable among peers, Tweddell Goldberg reports a majority of assets as non-discretionary (approximately $50.5 million non-discretionary versus $46.4 million discretionary), which is uncommon for supported firms in this category. It operates without accepting commissions or 12b-1 fees, does not vote proxies on clients’ behalf, and states no formal account minimum, reflecting its practice of individualized, client-directed account management.

To learn more about the advisors currently working at Tweddell Goldberg Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.