
Twenty Twenty Investment Advisors
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Overview
2 - 9
Employees
ABOUT TWENTY TWENTY INVESTMENT ADVISORS
Providing Great Client Experiences
Twenty Twenty Investment Advisors, LLC is an independent Registered Investment Advisor that operates on a fee-only basis and specializes in retirement coaching. By emphasizing Modern Portfolio Theory and academic research from prominent economists, they design globally diversified portfolios aimed at achieving higher expected returns and precise implementation strategies.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
Services
Focus
Industries
Clients
Services Provided
60% Financial Advisory & Consulting
40% Retirement Planning Services
About the Team
OUR STORY
Since its inception, Twenty Twenty has prioritized delivering exceptional client experiences rooted in transparency and independence. Founded by Jay Lake, a staunch advocate against conflicts of interest in the financial industry, the firm is dedicated to placing clients' interests above all else. Their approach emphasizes that investment performance is just one aspect of success, advocating for open, honest communication and active client participation. Recognizing that life events impact financial goals, they stress the importance of timely updates and understanding risk to stay aligned with objectives. Twenty Twenty values educating clients, fostering trust, and encouraging vulnerability to build deep, authentic relationships. This philosophy ensures a collaborative journey toward mutual success, reflecting their commitment to integrity and client-centered service.
Locations
Headquarters
5407 S Lloyd St