Two West Capital Advisors LLC

Two West Capital Advisors LLC, operating as "Two West Advisors," is a registered investment adviser based in Overland Park, Kansas, established in 2010. The firm offers discretionary and non-discretionary management, advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and businesses. For wealth management services, fees are negotiable based on account size, ranging from 1.25% to 0.80% annually. The firm may delegate investment management to Financial Counselors, Inc., or other sub-advisors. TWA follows fiduciary standards, acting in clients' best interests. As of December 31, 2024, the firm managed over $3.2 billion in assets. TWA does not charge performance-based fees and requires a minimum account size of $500,000 for portfolio management services. The firm's investment strategy is based on Modern Portfolio Theory, with a focus on long-term strategic investing. TWA does not have any disciplinary events on record and provides detailed information on fees, compensation, custody, and investment discretion in its brochure. Clients receive regular account reviews and reports, and TWA does not vote proxies on behalf of clients. The firm has no financial conditions triggering additional reporting requirements.