Custom Portfolio Group

Custom Portfolio Group LLC, established in 2011 by David Twibell, offers wealth management, investment management, and financial planning services to individuals, families, businesses, and non-profit organizations. With $175,585,647 managed for 94 clients as of January 1, 2024, the firm operates on a discretionary basis, tailoring services to clients' needs. Clients have control over their investment strategy parameters and can restrict certain investments. The firm's open architecture platform provides access to various investment types. Custom Portfolio Group is a fee-only adviser, charging 1.25% on the first $1,500,000 managed and 0.60% on amounts above. Fees are calculated based on the client's investment portfolio value and are generally not negotiable. The firm does not charge performance-based fees. Clients must meet a minimum account size of $1,000,000, which may be waived at the firm's discretion. Investment strategies focus on risk management and customization, incorporating diverse investments. Custom Portfolio Group acts as a fiduciary, prioritizing clients' best interests. The firm has no disciplinary events, ensuring transparency and integrity in its services.