Managed accounts are the most common way we work with clients where we provide asset allocation, stock and bond selection, and options strategies to generate income and reduce risk. The process starts with the investor providing information in regards to their goals, investment objectives, and risk tolerance for the advisor to take into consideration. Next we formulate an asset allocation tailored to the investor’s preferences.
Once we have the proper asset allocation we start adding individual positions that have been carefully researched and analyzed. Every position we own has a defined strategy and valuation on it. This allows for us to always be accountable for our performance as opposed to being a closet index fund like we believe most mutual funds tend to be.
On a daily basis T&T is actively managing your positions to adjust accordingly and to find new opportunities as they prop up. We utilize our sophisticated investment and trading strategies to constantly add value and grow your portfolio. The bottom line is that your money should be working far harder then you are and no service exemplifies this as much as T&T’s managed account program.