Twin Cities Retirement Group

Overview

Twin Cities Retirement Group is an independent, individual-owned registered investment adviser that operates as a capital allocator for private clients. The firm focuses on financial planning, portfolio management for individuals and small businesses, the selection of third-party advisers, and investor education through seminars and workshops. Compensation is primarily a percentage-of-AUM model supplemented by other fee arrangements. The adviser is not positioned as an active ESG investor, and it reports its SEC registration in 2026. The firm serves individual and family clients rather than institutional or pension sponsors, and it emphasizes outsourced manager selection alongside direct portfolio management. Its business model and stated activities suggest a hybrid approach: maintaining discretionary management while allocating portions of client capital to external managers and pooled vehicles.

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Investments & Alternatives