A complete list of active advisors currently associated with Twenty-First Tailored Solutions, Inc.

Warmer can help you find a great advisor at Twenty-First Tailored Solutions, Inc. or one who fits your needs even better.

Twenty-First Tailored Solutions serves high-net-worth individuals, trusts, corporations, and advisors to high-net-worth clients. The firm provides ongoing investment strategy and regular portfolio monitoring for a small group of existing clients and is not accepting new clients. The firm delivers a specialized short-against-the-box (SATB) strategy and provides only non‑discretionary advice; it makes recommendations about closing box positions but leaves final trading decisions to clients. The SATB approach entails the use of margin and margin‑call monitoring, and the firm conducts daily and monthly reviews tied to margin, interest, and corporate actions. Unusually for a firm in its category, it operates with a single adviser while managing over $515 million of non‑discretionary assets for roughly 21 clients, reflecting a high AUM per advisor and a concentrated client roster. The firm negotiates fees on a case‑by‑case basis, does not participate in wrap fee programs, maintains limited custody only to facilitate fee withdrawals through its custodian, and has a representative affiliated with a broker‑dealer — a relationship that the brochure notes could present conflicts if clients elect separate brokerage services.

To learn more about the advisors currently working at Twenty-First Tailored Solutions, Inc., 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.