A complete list of active advisors currently associated with Twenty Fifty Capital

Warmer can help you find a great advisor at Twenty Fifty Capital or one who fits your needs even better.

Twenty Fifty Capital provides investment management and comprehensive financial planning primarily to individual clients, including business owners and high-net-worth individuals. Services described in the brochure include written financial plans addressing retirement, estate, tax and risk-management topics, ongoing portfolio management, and guidance on retirement-plan rollovers. The firm documents each client’s objectives and risk tolerance in an Investment Policy Statement and manages portfolios directly, employing long- and short-term trading guided by fundamental analysis, charting techniques, and modern-portfolio-theory principles. Investment options include mutual funds, equities, fixed income, ETFs (including precious-metal and commodity exposure), TIPS, non-U.S. securities, and an approved ETF vehicle to provide clients with digital-asset market exposure where suitable. Distinctive elements include a subscription-style ongoing financial planning offering and an explicit process for providing cryptocurrency exposure via an ETF, both of which are less common among peers. The firm manages client assets in-house rather than selecting third-party managers, maintains written policies on conflicts and fiduciary duties, operates on an institutional custodial platform, and does not impose an account minimum.

To learn more about the advisors currently working at Twenty Fifty Capital, 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.