Twin Capital Management Inc (Mcmurray)

Name: Twin Capital Management Inc
Address: 3244 Washington Rd, Mcmurray, PA, 15317 3153
Telephone: [724]942-2000

Twin Capital Management Inc is a large advisory firm based in Mcmurray. It manages $1.81 billion of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Twin Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and non-discretionary investment consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Twin Capital Management: assets under management

The assets under management (AUM) of Twin Capital Management Inc is $1.81 billion. The firm's AUM has grown by 324% since the beginning of its operation, and $126.37 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.73 billion in discretionary accounts and $76.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $15.24 million.

Investments

The firm invests in exchange traded securities the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Twin Capital Management Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Geoffrey Gerber serves?

The firm provides services to charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Geoffrey Gerber is state or municipal government entities with 21 clients and $1.23 billion of assets under management. Among the 11 most similar advisory firms, Twin Capital Management has the 2nd highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $1.81 billion for 53 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Twin Capital Management doesn't advise any private funds.

Careers at Twin Capital Management Inc

The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Geoffrey Gerber has been acting as President since 1 Apr 1990. James Dorr Drake joined the executive team most recently as the Chief Financial Officer/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Geoffrey Gerber	President/cio	1 Apr 1990	75% - 100%	704860
James Dorr Drake	Chief financial officer/chief compliance officer	1 Sep 1998	Other	4348258

Based in Mcmurray

The principal office where Twin Capital Management Inc performs its advisory services is located at 3244 Washington Rd, Mcmurray, PA 15317 3153, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number [724]942-2000 or by fax [724]942-2002. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at twincapital.com and its LinkedIn profile.