Our Philosophy

We believe that health, happiness and peace of mind are coveted goals and that – in the real world – they are more easily achieved on a solid financial footing. That is where we come in.

A complete Portfolio Management service

  • An investment committee and a detailed process rooted in our values.
  • Access to the best research worldwide.
  • A team of highly qualified and experienced professionals.

Opportunities for better returns

Controlled risk level

Goals-focused strategy

A better strategy for your life goals

We take the time to understand who you are and what you value to focus our strategy on your long-term goals.

We value your peace of mind

We structured our due diligence process so that each of our decisions is aligned with our values and philosophy.

Private Wealth Management

We take care of much more than portfolio management to preserve your wealth.

Keeping you well informed

We produce original content about finance and investment to keep you informed about the way we manage money.

Our motivations go far beyond 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.

Protecting us from ourselves

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.

Our values

Self-knowledge

Thoughtful disagreement

Radical transparency

Meaningful work

Radical open-mindedness

Meritocracy

Building meaningful relationships

If you want to know more, we will be happy to answer your questions.

Invest with us

Do more of what you love, less of what you don't.

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.