About Twin Oak
Our work is deeply rooted in supporting families across generations, a value that is embedded in Twin Oak’s DNA from our name to our business practices.
Investment Philosophy
Twin Oak ETF Company doesn’t just manage assets; we build legacies. We are guided in our journey by four foundational pillars, where trust and excellence reign supreme.
Foundational Pillars
TAX AWARE
TAX AWARE
Focus on delivering after-tax returns utilizing modern investment vehicles, like ETFs, that are generally more tax-efficient than legacy structures.
ETFs have the potential to better align an investor’s tax liability with their decision to sell the ETF.
SIMPLICITY
SIMPLICITY
Designing simple, elegant solutions for complex problems should enable us to deliver lower cost solutions for our clients.
ETFs have the ability to simplify client portfolios, increase access to liquidity, and improve diversification.
CREATIVITY
CREATIVITY
We partner with clients to deliver bespoke investment solutions. We believe the ETF industry has untapped potential to bring innovative solutions into client portfolios.
We seek to navigate complex regulatory hurdles and embedded tax liabilities to unlock legacy portfolio allocations.
STEWARDSHIP
STEWARDSHIP
The best interest of our investors is at the forefront of all decisions. We are stewards of our clients’ assets first.
We believe trust is the cornerstone of a partnership that spans generations.
Created for Families.
Backed by Family Offices
Innovative Leadership
Twin Oak offers innovative investment solutions that focus on tax efficiency, providing families with access to institutional-grade investment offerings.
Twin Oak
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