Account Services

Managed Account

Asset allocation. Stock and bond selection. Hand-picked investment opportunities.  Our primary focus is helping you generate income and reduce risk. Every investment is hand-picked and thoroughly researched based on deep-value principles. On a daily basis, T&T Capital Management is actively managing your positions to adjust accordingly and to find new opportunities as they arise.  We utilize our sophisticated investment and trading strategies such as covered calls and cash-secured puts to constantly add value and help grow your portfolio. The bottom line is that your money should be working far harder than you are; no service exemplifies this as much as the T&T Capital Management managed account program.

The Process

Our managed account process begins with gathering information about your goals, investment objectives, and risk tolerances.  This lets our advisors understand the core of your investment needs.  Next, we formulate a customized asset allocation that addresses your investment preferences.

Once the proper asset allocation is in place, we begin adding individual positions that have been carefully researched and analyzed.  We hand-pick and thoroughly research each investment based on deep-value investing principles that keep our clients’ long-term best interests in mind.  Due to our history of success and core values, our clients have come to trust and depend on our expertly developed methodology.

Since every position we own has a defined strategy and valuation attached to it, you can rest assured that each position addresses your specific goals.  We operate this way because it allows us to remain accountable for our performance, as opposed to being a “closet” index fund, like most mutual funds tend to be, in our opinion.

The Benefit

On a daily basis, T&T Capital Management actively manages your positions, adjusting accordingly and uncovering new opportunities whenever they arise.  Our sophisticated investment and trading strategies constantly add value and help you grow your portfolio.

The bottom line is that your money should be working harder than you are.  The T&T Capital Management Managed Account Program ensures your wealth is actively growing, whether you are at the office or on the golf course.  Align yourself with investment advisors you can trust.

START PLANNING YOUR RETIREMENT

Your investments are so much more than numbers on a monthly report – it’s how you will pay for your lifestyle after you decide to retire.  Partnering with investment advisors you can trust is essential for your continued financial stability.

We believe in getting to know you and your unique needs, in building a relationship, in understanding your goals.  Get started on your FREE portfolio review with one of our Senior Investment Advisors.  You’ll get to know us, and we’ll get to know you.  Then we can talk about what you can be doing to maximize your retirement plan.