Twin Oak is a specialized ETF provider that seeks to bridge the gap between institutional-grade investment solutions and the unique needs of families. Founded on deep family office expertise, we offer tax-efficient ETF structures designed to preserve and grow multi-generational wealth.
Created for families. Backed by family offices.
Our approach is guided by four foundational pillars:
Tax Aware:
Focus on delivering after-tax returns utilizing modern investment vehicles, like ETFs, that are generally more tax-efficient than legacy structures.
Simplicity:
Designing simple, elegant solutions for complex problems should enable us to deliver lower cost solutions for our clients.
Creativity:
We partner with clients to deliver bespoke investment solutions.
Stewardship:
The best interest of our investors is at the forefront of all decisions.
Twin Oak empowers families with tax-efficient ETF solutions that combine institutional-grade investment strategies with the flexibility to meet complex, multi-generational wealth management needs. Our deep understanding of family challenges allows us to maximize after-tax returns while preserving and growing wealth across generations.
An investor should consider the investment objectives, risks, charges, and expenses of the Fund(s) carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the Fund(s). You may obtain a prospectus and, if available, a summary prospectus by visiting twinoaketfs.com. Please read the prospectus or summary prospectus carefully before investing.
All investments are subject to risks, including the possible loss of principal. There is no assurance that the objectives of any strategy or fund will be achieved or will be successful.
PINE Distributors LLC, Member FINRA is the distributor for the Twin Oak ETFs. Learn more about PINE Distributors LLC at FINRAs BrokerCheck.
