Transwestern Capital Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

TransWestern Capital Advisors provides investment advisory services to banks, helping them manage their fixed income portfolios. TransWestern invests in high-quality investment grade securities to enhance income and manage risk. They work with bank management to make informed decisions, aiming to improve performance across the entire institution. TransWestern also advises the TransWestern Institutional Short Duration Government Bond Fund.

Assets Under Management$74M
Clients1
AdvisorsN/A
Avg. per Client$74M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Transwestern Capital Advisors, LLC | TrueAdvisor