TWIN ROBINS CAPITAL

Overview

Twin Robins Capital is an independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm manages client portfolios primarily through pooled public fund vehicles, with a clear tilt toward mutual funds as the core building block of client allocations. Twin Robins Capital operates on a mix of percentage-of-assets and fixed-fee billing and positions itself as a hands-on manager for individual and family clients rather than as a large-capital allocator or institutional consultant. The firm reports a fully discretionary model for its managed assets and does not identify as an ESG-focused manager. Advisory work centers on traditional planning and portfolio construction rather than pension consulting or large-scale multi-state advisory programs.

Assets & Accounts

Investments & Alternatives

Location & Offices