We take the time to understand who you are and what you value to focus our strategy on your long-term goals.
We structured our due diligence process so that each of our decisions is aligned with our values and philosophy.
We take care of much more than portfolio management to preserve your wealth.
We produce original content about finance and investment to keep you informed about the way we manage money.
It’s widely known that money does not produce happiness…
But money does work as a means to achieve the conditions that may indeed facilitate happiness: health, peace of mind, family, self-knowledge, ongoing learning, a challenging job, a peaceful retirement, among others.
Having our clients’ wellbeing at heart, we have the ultimate goal of helping them reach the peace of mind that can allow them to build or keep their comfortable lifestyle.
Similarly, having an experienced team challenges us to have a culture that keeps our team members motivated beyond the material world. We want them to find in TWM Group, a place where they can develop personally and professionally.
The world of investments is particularly susceptible to the harms of biased or impulsive decisions.
Our work is exceptionally delicate, and just as the best surgeons subject their analysis to the opinions of other specialists, we have created a culture to protect us from ourselves.
Our Investment Committee brings together a group of experienced individuals with different abilities who analyze each situation from many different angles and perspectives. Our challenge is to ensure that our culture promotes independence of judgment and constructive disagreement to avoid any bias or impulsivity.