Twenty First Investors

Overview

Twenty First Investors is a small, individual-owned advisory practice that manages discretionary portfolios for private clients and small institutions. The firm runs a fee model based on a percentage of assets under management and focuses on portfolio management work for individuals, small businesses and other business or institutional clients. Its public disclosures show a clear tilt toward equity exposure implemented largely through exchange-traded vehicles, supplemented by mutual funds and targeted allocations to alternative strategies. The adviser is not positioned as an ESG-focused manager and operates on a single-office, single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices