Twombly Asset Management LLC

Twombly Asset Management provides discretionary investment management to individuals, high-net-worth individuals, related trusts, charitable organizations, and business entities, generally targeting households at or above the firm’s $500,000 minimum. As of December 31, 2025, the firm managed approximately $54.7 million across 41 client relationships and operates with two advisors offering ongoing portfolio management and client reviews.

The firm seeks absolute returns through diversified, all-capitalization, multi-strategy portfolios of equities and fixed income, with tactical allocations driven by current economic data and an ability to blend value, growth, and momentum disciplines. Portfolio construction draws on quantitative optimization, technical analysis, computer models, and the use of ETFs for fixed-income exposure when appropriate; TAM also may engage in short-term trading and a range of options strategies for hedging and income.

Compared with many peers, TAM’s practice is relatively small in client count but has a higher average account balance per relationship, which supports individualized discretionary management. The brochure also discloses several operational and governance features that set the firm apart for a firm of its size: a requirement for prepayment of advisory fees (with custodian deduction authorization), detailed Code of Ethics procedures including pre-approval and timely execution of employee trades, and the explicit use of advanced options strategies (including short calls and puts, collars, and straddles) in client accounts.