Our managed account process begins with gathering information about your goals, investment objectives, and risk tolerance. This allows our advisors to better understand the core of your investment needs. Next, we formulate a customized asset allocation that addresses your investment preferences. Once the proper asset allocation is in place, we begin adding individual positions that have been carefully researched and analyzed.
Our Process: Getting Started
We hand-pick and thoroughly research each investment based on deep value investing principles that keep our clients’ long-term best interests in mind. Since every position we own has a defined strategy and valuation attached to it, you can feel more confident that each position addresses your specific goals. We operate this way because it allows us to remain accountable for our performance, as opposed to being a “closet” index fund, like most mutual funds tend to be, in our opinion.
Retirement Planning: The Retirement Plan
Your investments are so much more than numbers on a monthly report – at the end of the day, it’s how you will pay for your lifestyle after you decide to retire. We believe that partnering with investment advisors you can trust is essential for your continued financial stability throughout retirement. The retirement plan encompass both investments and how you will generate the income you need from those investments through time—possibly 20 years or longer that you will spend in retirement.
We believe that in order to begin the retirement planning process, we need to get to know you and your unique needs, building a relationship with you in our efforts to understand your goals. To get started on your FREE portfolio review and retirement plan, please set up a meeting with one of our senior investment advisors. You’ll get to know us, and we’ll get to know you, then we can talk about what you can be doing to maximize your retirement plan.
Subscribe to our Newsletter!
Contact Us
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.
