Twenty Twenty Investment Advisors, LLC

Overview

Twenty Twenty Investment Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on discretionary portfolio management and fee-for-service financial planning for individual, family and small business clients, with select institutional relationships. The firm delivers ongoing portfolio management alongside educational seminars and workshop offerings, using a fee model that combines a percentage of AUM with hourly charges for planning or consultative work. According to its filings, the adviser favors liquid, listed instruments as the core of client portfolios and is not positioned as an active ESG investor or a dedicated capital allocator. Investment activity centers on equity exposure through exchange-traded vehicles and individual listed securities, with fixed-income and mutual fund holdings used to round out liability and cash-management needs. The firm also allocates to third-party real estate managers for alternative exposure, suggesting a willingness to add illiquid or private-market real assets when appropriate to client objectives.

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Public Holdings

Investments & Alternatives

Location & Offices