Concentrated value portfolios. Income from covered calls and cash-secured puts.
We are an actively managed separately managed account firm for investors who want more than an index fund and more than a passive advisor. Speak directly with a portfolio manager — not a sales rep.
Two strategies. One portfolio. Managed by a real person.
We combine a concentrated portfolio of deep-value equities with a disciplined options overlay. The equities do the long-term compounding; the options generate income on top.
Concentrated Value Equity
We hold a focused portfolio of hand-selected individual stocks purchased with a meaningful margin of safety. No closet indexing, no 500-name diversification theater, no ETF-of-ETFs.
Options Income Overlay
We sell covered calls on holdings and cash-secured puts on names we’d like to own at lower prices. The goal is incremental income, not speculation. Every position is explainable in plain English.
How we’re different
Separately managed accounts
Your assets stay in your name at your custodian. Fee-only. No proprietary fund shell, no hidden layers.
Concentrated, not indexed
Typically 10–25 positions we actually believe in. If we can’t defend a holding in one paragraph, we don’t own it.
You talk to the manager
No call tree. No 90-day client associate rotation. The portfolio manager calls you back personally.
Honest: we’re not right for everyone
We’re a good fit if you
- Have $500K+ in investable assets
- Want active management, not a 60/40 index sleeve
- Are comfortable with concentrated positions
- Understand options — or want to learn
- Want to talk to the person managing your money
We’re probably not your fit if you
- Are below the $500K minimum
- Want a robo-advisor or pure index strategy
- Are uncomfortable with volatility in a concentrated book
- Expect guaranteed returns — nobody does that
- Want to trade in and out yourself weekly
Speak with a portfolio manager
Complete this form and a portfolio manager will call you directly — typically within one business day. No pitch deck, no sales rep.
Disclosure: Investing involves risk, including possible loss of principal. Concentrated portfolios may experience greater volatility than diversified portfolios. Options strategies including covered calls and cash-secured puts involve substantial risk and are not suitable for all investors. Past performance does not guarantee future results. This page is for informational purposes and is not an offer to sell or a solicitation of an offer to buy any security or investment advisory service. Advisory services are offered only to clients of T&T Capital Management, LLC pursuant to a signed advisory agreement.
