Market Snapshot 0: Our New Business
Updated: Jun 14, 2019
We are now Twin Gryphon Advisors!
Our new company will provide:
Active investment management
Wealth Advice and Strategy (with a specialty in working with entrepreneurs and their firms)
Primarily fee-based guidance
Benefits to our clients as a result of this change, include:
A reduction in trading and reporting costs
Improved and highly customized client statements
Better trade executions and a direct link to the trading desk
Proactive wealth advice, thanks to improved portfolio system integration.
As always, our primary goal is providing exceptional service, advice and management.
We are so thankful to our clients for our growth over the last few years and to our time with MSW Financial Partners and Kestra Financial. The people in both organizations have been exceptional and we wish them continued, great success.
Please don’t hesitate to get in touch with any questions.
Twin Gryphon Advisors
Twin Gryphon Advisors LLC is a Registered Investment Advisor.