Founder, CEO & CIO
Tim Travis
Tim Travis is Founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management, a California-based Registered Investment Advisor (RIA) firm that manages accounts for both individual and institutional investors.
Tim is a veteran deep value investor and money manager with a long history of success in traditional investments, such as stocks and bonds, and deep value investing. He has developed an innovative methodology of combining options and distressed investing with value investing to help generate income, reduce risk, and add an element of timing.
Born in Laguna Beach, California, Tim became captivated with the value investment philosophy in his early teens through reading Benjamin Graham’s books, the shareholder letters from Berkshire Hathaway, and the Buffett Partnership L.P. Tim became intrigued by the notion that stocks aren’t just pieces of paper, but instead are fractional shares of a business that can be analyzed by comprehensive analysis of the balance sheet, income statement, and statement of cash flows.
Tim graduated with a degree in economics and extensive coursework in business administration from the University of California, Santa Barbara. He has also studied international economics at the University of Richmond in Florence, Italy. His career in finance began while he was attending university when he began working for Scottrade and AG Edwards & Sons. Upon graduation, Tim went to work full-time for the Vanguard Group in Scottsdale, Arizona. It was in this position that he learned that most mutual funds underperform their respective indices. He became increasingly disappointed at the overwhelming diversification in most mutual funds, making most of them function as “closet” index funds instead.
After leaving the Vanguard Group, Tim worked for a small futures and commodities firm called StrikePoint Trading, LLC in Mission Viejo, California. Here, Tim developed his knowledge of securities, particularly the selling of options to take advantage of the higher probabilities involved. Tim worked with clients from around the world during this time, gaining invaluable insight into international investing.
It was also during this time that Tim began reading everything he could possibly find on value investing. Some of his role models in the field are Warren Buffett, Martin Whitman, Bruce Berkowitz, Seth Klarman, Peter Lynch, and Glenn Greenberg, who embrace this methodology of trading the markets.
Tim established T&T Investment Management LLC in 2008, where he refined his unique methodology of combining value investing with the purchase and sale of securities to generate income and reduce risk. He partnered with a local commodities firm, which resulted in several years of explosive growth. He realized, however, that without being the majority shareholder in the company, he was no longer able to control its strategic direction and base principles.
Tim formed T&T Capital Management in 2011, where he maintains control and the ability to offer only the best products and services at a reasonable price. Tim has been featured on Bloomberg, CNBC, Fox Business, and other major financial networks. He writes regularly for Seeking Alpha and hosts a weekly radio show, the “Truth About Money.”
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.
