Atwob

AtwoB, a registered investment advisor located in New York, was founded in August 2014 by Richard Todd Rebori, CFA, Michael Tom, CFA, CFP®, and Jeffrey Wund. As a fiduciary, AtwoB offers investment advisory and financial planning services to individuals, high net worth individuals, trusts, charitable organizations, and businesses. The firm provides customized investment solutions primarily through diversified mutual funds and ETFs, with a focus on long-term strategies. AtwoB may also recommend unaffiliated money managers for client portfolios. The firm's fee structure for investment management services is tiered based on assets under management, with reduced fees for financial planning clients. AtwoB does not charge performance-based fees and does not engage in wrap fee programs. The firm does not accept or maintain custody of client funds, and all assets are managed within designated accounts at the custodian. AtwoB's principals, Richard Todd Rebori, Michael Tom, and Jeffrey Wund, have strong educational backgrounds and extensive experience in the financial industry. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information and outlines the limited circumstances under which information may be shared. Clients are provided with a copy of the Privacy Policy annually and notified of any material changes. For any questions or concerns, clients can contact AtwoB at (914) 302-3233.