Read the tape.
Then write
your own.
TWZ INVESTMENTS, LLC works both sides of the market — investing for our own account, advising clients who pay for counsel, administering trusts and estates, and running the plumbing of the market itself. Forty-seven disciplines, one tape.
Every line
on the tape.
Forty-seven disciplines print across four tapes — principal dealing, advisory, fiduciary, and market machinery.
Principal Dealing
Own-account investing — financial contracts, royalties, tax liens, venture, viaticals.
Advisory & Funds
Fee-paid counsel and management — planning, advice, funds, trusts, portfolios.
Trust & Fiduciary
Administration — estates, escrow, custodianship, nondepository trust.
Market Machinery
The plumbing — clearinghouses, quotations, transfer, broker offices, crowdfunding.
Skin in it,
or hands
off.
TWZ plays both tapes honestly: when we deal as principal, our own capital is in the trade; when we advise, the client pays the fee and owns the decision. The two never blur.
That separation is the whole discipline. Principal positions are marked as principal. Advisory fees are paid by the client, flat and disclosed. Administration is custody, not counsel.
- PRNCPLOwn account, own risk. Royalties, liens, mortgages, venture — dealt as principal, in the open.
- ADVSRFee-paid, client-decided. Customized advice and planning, paid by the client alone — no product commissions.
- FIDUCCustody isn't counsel. Trusts, estates, escrow, and custodianship administered to the instrument's letter.
Get your line
on the tape.
o.petrov@twzinves.shop · +1 (606) 764-8348 — inquiries reviewed within one business day.
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