Jerry Tweddell, a stockbroker for more than two decades, has been a money manager specializing in mutual fund investing since 1991. He is based in Sonora, Calif. Steve Goldberg was senior mutual fund writer for Kiplinger’s Personal Finance Magazine until last July. He worked fulltime at Kiplinger’s more than 13 years and continues to write a weekly website column on investing for Kiplinger.com. He is based in Silver Spring, Md., a suburb of Washington, D.C.

At Twedell Goldberg Investment Management, we believe that our clients benefit from our different professional backgrounds. Though we each have different skills and approaches, we collaborate closely when analyzing investments and assessing our clients’ needs. Each of us, however, has primary responsibility for our own clients’ portfolios. We think our experience and hard work stacks the odds in your favor.