DFC Advisory Services LLC, dba TW Research Group (TW), began as a concept for adding digital content distribution for companies has turned into an investment platform for investors seeking unique, disruptive, and (hopefully) profitable micro-cap stock investments.
At TW the goal is simple; to generate outsized returns by finding outstanding public companies with potential. We then screen these companies to find the ones with what we consider to be the best risk/reward scenarios. We do this through extensive, bottoms-up due diligence, understanding that not all companies will succeed, but knowing that, for those that do, the opportunities in front of them are worth the risk.
TW manages money for high net-worth individuals. These funds are invested solely in micro-cap stocks, in a long-only, fully invested strategy. The assets are managed in separate accounts, which are held at Schwab & Co. The sum compilation of assets at Schwab are what we refer to as our “TW Select Portfolio” and the performance of these assets is the performance figures we reveal.
We also do business as and run the TW Research Group website and newsletter, which has both a free and a premium membership. On our site, for all readers to enjoy, we publish all our materials on the companies under research coverage. We also provide, to premium subscribers, both the current and historical returns of the TW Select Portfolio, along with the current composition of the portfolios under management.
If you’d like to become a member, either free or premium, please click on this link.
Finally, certain companies engage DFC for content creation and distribution. We host all content we create for these companies on the TW Research Group website. For a complete list of the companies that have engaged DFC, along with the compensation received, please visit our disclaimers page.