Twig Asset Management, LLC

Twig Asset Management provides ongoing asset management and investment advisory services to individual and high‑net‑worth clients, including traditional portfolio management and consulting related to 1031 like‑kind exchanges. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, and may recommend Delaware Statutory Trusts (DSTs) as replacement property in 1031 transactions.

The firm tailors model allocations to each client’s objectives and typically implements those plans using primarily actively managed mutual funds and ETFs, supported by internal research and third‑party tools such as Morningstar Advisor Workstation and MoneyGuide Pro. Portfolios are monitored regularly with periodic rebalancing and the adviser generally exercises discretionary trading authority subject to client‑imposed restrictions.

Notable distinctions include the principal’s role as a 1031 exchange consultant registered with a managing broker‑dealer and the firm’s explicit involvement in placing clients into securitized like‑kind real estate vehicles and charging for 1031 consulting—services that set it apart from many peers. The firm also requires use of a single custodian and discloses receipt of custodian‑provided research and support services, which can create soft‑dollar benefits that may factor into broker selection.