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Founded in 2023, Twin Oak ETF Company is a tax aware investment firm focused on simplifying and expanding access to sophisticated investment solutions. Twin Oak was backed by leading family offices to create solutions that meet the needs of families today. Twin Oak is guided by its foundational principles: tax-awareness, simplicity, creativity, and stewardship for every decision. Our client's time horizon is decades, not days, and we seek to partner with them from generation to generation.
| Product | Symbol | Product Type | List / Transfer Date |
|---|---|---|---|
| Twin Oak Active Opportunities III ETF | TOAO | ETF | 2026-04-24 |
| Twin Oak Strategic Solutions ETF | TOS | ETF | 2026-01-28 |
| Twin Oak Endure ETF | SPYA | ETF | 2025-06-03 |
| Twin Oak Active Opportunities ETF | TSPX | ETF | 2025-02-21 |