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 Wealth Management service
- One team committed to excellence and purposeful growth.
- An investment committee and a detailed process rooted in our values.
- Access to the best research worldwide.
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
Raising standards
We focus on continuous improvement and aim for excellence. Setbacks make us stronger.
Ownership & accountability
We take ownership, without leaving things to chance. We work to improve continuously.
Openness
We strive for open, honest, respectful and timely communication with clients and within the team, even when it is difficult to do so.
Unity
Our group is stronger than the sum of its parts.
