We realize corporate executives and business owners require a specific financial planning approach. With this in mind, we provide professional guidance and tactics to include stock and option-based compensation, business valuation, employee stock ownership plans (ESOP) and exit strategies for the business.
As your business grows and transitions over time, we can help answer questions you may have such as: How do I structure corporate packages to attract and retain the right talent and help my business grow? How should I maximize my business's earnings while also engaging with a potential buyer? What is the best way to transition my business to a family member or the next generation of management?
When working with executive and professional clients, our goal is to help answer these questions while providing strategies to competitively position you and your business for continued success in the marketplace.
We develop customized fixed income strategies for companies and institutions electing to outsource responsibility for portfolio management, compliance, credit monitoring, reporting and liquidity management. Our team can craft a plan that works to provide returns on cash that exceed money market accounts and give more liquidity than short-term CD's. With meticulous review and analysis of each organization's structure and resources, we are dedicated to fulfilling our fiduciary responsibilities as stewards of the cash our clients entrust to us.
Twickenham Advisors is a team of experienced plan practitioners that leverage their years of experience to help plan sponsors manage their retirement plans, drive results and support efficient plan operations. We understand the challenges you face and have developed a service model to address them.
We deliver full-service consulting on all types of employer-sponsored retirement plans. Whether you need the support and protection of a fiduciary partner or want to improve retirement outcomes for your employees, our advice provides you with an unobstructed view of your plan. It is our honor and privilege to help our clients create a retirement program that will help position employees to build adequate savings and retire with dignity.
For institutions that are managing endowments and foundations, we offer a comprehensive suite of investment services, often acting as an outsourced Chief Investment Officer. Our goal is to provide endowment and foundation fiduciaries with the confidence that their investments align with their organization’s long-term financial objectives and mission.
From portfolio construction and investment diversification to investment policy construction and compliance monitoring, our team assumes investment management responsibilities.