COO, Director of Customer Relations
Peter Travis
Peter Travis is Chief Operating Officer and Director of Customer Relations at T&T Capital Management. Peter cultivated his interest in finance from a young age. Born and raised in Laguna Beach, California, Peter showed an aptitude for business when he was in elementary school, reading the business section of the newspaper every morning, and, if there was time, the comics as well. Captivated by some local and national businesses, he realized each company told a story. Booms and busts came and went, but disciplined investors always came out on top. The stories of the companies, their key talent, and the scions of investing fascinated Peter – no one more so than Warren Buffett.
Warren Buffett’s strict adherence to value investing and his incomparable results over time have proven to Peter that to be truly successful in investing over time, one must be a value investor. Inspired by Buffett, Peter learned of other value investors, including Benjamin Graham. Upon his first reading of Graham’s “The Intelligent Investor,” Peter turned what was an interest into a passion.
After high school, Peter travelled to the East Coast to attend the University of Pennsylvania’s Wharton School of Business, where he studied economics and finance. After college, Peter worked as a broker for several larger investment companies. During this time, he learned how much he enjoyed working with his clients—and how little the clients’ needs mattered to the firms. He observed that the brokerage firms’ primary focus was on the bottom line, leading them to often pitch the most lucrative commission-related products to clients, rather than the products that were best suited for the investors.
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Dismayed by his earlier experience with larger firms but still interested in finance, Peter obtained his Series 65 registration and became an investment advisor with a fiduciary duty to his clients, meaning that the client’s best interests are always served first and foremost. By serving client needs, providing value investing, and keeping his clients’ best interests at the forefront for the long-term, he has seen clients prosper, and he has gratefully received referrals by being a financial advisor they can trust.
Peter joined his brother, Tim Travis, to found T&T Capital Management in 2011, allowing them to focus on the best interests of the clients, investing their clients’ funds in the same investments as their own.
Expect Excellence: Our Commitment to Deep Value Investing
Meet the Team
We take pride in veering away from the latest Wall Street fads and instead maintain an iron-clad focus on deep value investing. We practice long-term investing. We never get blinded by the amount we can earn from an investment, and we mitigate risk by first focusing on how much we could lose. We measure risks in absolutes, as opposed to relatives. If the market is has turned away from our favor and we can’t find good investment opportunities, we would rather sit on cash than make poor investment choices.
This is how we not only build wealth, but help protect the wealth you already have. Our team at T&T Capital Management is dedicated to deep value investing tailored to your goals for retirement. That’s why retirement planning is also a fundamental part of our investment approach. We are focused on building your wealth, then helping you develop the retirement plan that will generate the income you will need to live your desired lifestyle for the 20+ years after you retire.
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We welcome you to set up a no-obligation, free conversation about your portfolio, your situation, your goals, and your retirement preparedness. Together, we can decide whether or not T&T Capital Management is the right firm to help take you forward into your financial future.
