Investment Management Services Provided by Tweet Management Service, Inc.

Call today for a free service proposal and phone consultation for investment management services.

 Investment managers offer:

  • Fee Only Financial Management
  • Stock Portfolio Management
  • Best in Class Stock Portfolio
  • Bond Fund Management
  • Fiduciary Financial Advisors
  • Pension Plan Administration
  • Simplified Employee Pension (SEP)
  • Individual 401(k)
  • Traditional IRA
  • Roth IRA
  • Defined Benefit Pension Plan
  • Nonqualified Brokerage Account
  • Individual Retirement Account
  • Domestic Stock Portfolio Management
  • Active Portfolio Management

Investment Advisor Representative (IAR)

Expert investment management San Diego professionals are Investment Advisor Representatives (IARs). Our IARs work through Tweet Management Services, Inc., while also maintaining Series 65 and 66 licenses. San Diego investment managers always provide every client with the investment advice that will provide the highest asset appreciation at the lowest risk.

It is our obligation, duty, and pleasure to do what is in our clients’ best interest, call us today to see what we can do for you.