Our Work

At Twist Financial, we offer independent investment strategy, advice and analysis to a wide variety of clients in the capital markets. We also offer expert witness and litigation support in all areas of fixed income and investments.

Kindly browse the links at the right for examples of our work.

Written materials and presentations are top-quality and always in plain language tailored to the target audiences.  We are equally comfortable communicating with CEOs and boards, as well as technical staff.

Creative Practical Solutions

Our unique combination of sophisticated financial market knowledge, business acumen, and problem-solving capabilities bring creative and practical solutions to clients' most complex financial and investing challenges. We emphasize viable implementation and process recommendations based on sound theory. We focus on comprehensive investment solutions that adapt to evolving market dynamics and challenges such as regulatory changes and governance constraints. Risk assessment and management is a foremost consideration in every strategy.

Tailored to Clients' Needs

We are passionate about forming long-term partnerships with clients and we use a consultative approach to build strategies that reflect clients' individual perspectives and challenges. For larger projects, we draw on a network of experts to bring highly skilled and specialized teams together. We offer customized solutions to meet our clients' diverse needs.