Account Information

Twinleaf Management LLC serves as the registered Investment Adviser (IA) to separately managed accounts of high-net worth families, individuals, IRAs and trusts.  We believe that separately managed accounts allow for maximum transparency.

Discretionary investment authority is granted by the client to the IA.  Custody and administrative functions for client accounts are provided by Interactive Brokers LLC.  Clients receive password-protected, 24/7 access to their accounts.  

We are comfortable with unconventional advisory fee arrangements in which the IA is compensated only when the client account achieves agreed-upon performance targets.