A complete list of active advisors currently associated with Twenty First Investors

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

The firm provides fee-based portfolio management and independent investment research primarily for high-net-worth individuals, families, trusts, and IRAs, servicing a small number of accounts. In addition to retail and trust business, the firm also manages institutional accounts, a service that is uncommon among similar independent, solo advisory firms. Investment programs are built using an asset-allocation approach across equities, fixed income, money market, real estate, utilities, energy, commodities, and gold, with a preference for ETFs and no-load mutual funds. The adviser applies fundamental and technical analysis alongside a proprietary forecasting system to set risk-based allocations and guide trading decisions. Distinctive for a firm of this size, the adviser’s background in data analysis, statistical training, and computer science informs its proprietary forecasting and research processes, and the firm publishes a monthly Market Forecast newsletter available to non-managed individual and institutional subscribers. The firm manages client accounts on a discretionary basis, relies on third‑party custodians with fee-deduction safeguards, and does not offer performance-based fee arrangements or vote client proxies.

To learn more about the advisors currently working at Twenty First Investors, 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.