A Free Second Opinion on Your Portfolio
You wouldn’t take a serious diagnosis without a second opinion. Your life savings deserve the same.
Send us your most recent statement and we’ll review it the way we’d review a prospective client’s — as a fiduciary, with nothing to sell you. You’ll know where you stand, whether or not you ever become a client.
What we actually look at
The same things we’d review before building a portfolio for a new client.
What you’re paying
Advisory fees, fund expense ratios, and layered costs that are easy to miss. You should know your all-in cost to the basis point.
Concentration and risk
Whether you’re carrying more single-stock, single-sector, or single-manager risk than you realize — and whether it matches what you said you wanted.
Tax efficiency
Where assets are held, embedded gains, and whether the structure is working for you or against you.
Goal alignment
Whether the portfolio you own reflects the goals and time horizon you’re investing for. The gap between those two is where most damage happens.
We’ll tell you what we see plainly — including when the honest answer is “this looks fine, keep doing what you’re doing.” Sometimes it is. We’ll say so.
How it works
You reach out
Book a 30-minute call. We’ll tell you what to send and how to send it securely — no sensitive data over email.
We review
We go through your statements against the four areas above. Real work by a real person, not an automated report.
We talk
We walk you through what we found — strengths, gaps, and what we’d do differently. You decide what, if anything, comes next.
Request Your Free Portfolio Review →
No paperwork. No pressure. No catch.
T&T Capital Management LLC (TTCM) is an SEC-registered investment adviser. CRD #158407. A portfolio review is an educational, complimentary service and is not personalized investment advice until an advisory relationship is established under a signed agreement. A review does not guarantee any particular finding, cost saving, tax outcome, or investment result, and any observations are general in nature based on the information you provide. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. Forms ADV Part 2A and CRS are available on request or via the SEC’s IAPD website.
