Twin Bridges Advisory

Twin Bridges Advisory is a newly registered SEC investment adviser that, per its brochure, intends to serve individuals, high-net-worth clients, trusts, estates, business entities, and employee benefit plans. Although the firm is newly established and currently reports no active advisors or client assets, it lists services including discretionary and non-discretionary investment management, standalone financial planning, pension consulting for employee benefit plans, and the selection or retention of other investment advisers.

The firm describes a long-term, tax-aware investment approach that emphasizes globally diversified strategic asset allocation, separately managed accounts, tax-loss harvesting, and the use of private and alternative investments where suitable. Twin Bridges also states it may recommend or retain third-party advisers (naming a preferred provider in the brochure) and generally reserves discretion to hire or fire those managers while acknowledging ERISA fiduciary duties when advising retirement plans.

What is notable for a firm with no active advisors is the breadth of services it offers beyond typical startup adviser activities: it plans to provide pension consulting and standalone financial planning, to manage individual client portfolios, and to use fixed (flat) fees in some engagements — features that are statistically uncommon for firms in this category. The brochure also discloses that a firm principal maintains a role at another independent registered adviser but that no referral or financial arrangement currently exists, and it explicitly states the firm will not serve as a private fund adviser.