A complete list of active advisors currently associated with T&T Capital Management

Warmer can help you find a great advisor at T&T Capital Management or one who fits your needs even better.

T&T Capital Management provides discretionary investment management to individuals, high-net-worth individuals, and corporations, and also serves as a sub-adviser to other registered investment advisers. The firm constructs customized portfolios and implements investment strategies using stocks, bonds, option contracts and other instruments, and allows clients to place reasonable restrictions on holdings. The firm describes a primarily long-term, deep-value, fundamental investment approach but also uses technical, charting and cyclical analysis and may engage in shorter-term trading when conditions warrant. T&T discloses that it may use options, short sales and margin borrowing in client accounts and actively manages concentrated portfolios with periodic rebalancing to meet client objectives and cash needs. Notable distinctions include operating from five or more offices and offering sub-advisory services to other advisers, publishing periodicals/newsletters and contributing paid articles to third‑party sites, and having an affiliated mortgage business owned by an associated person (the firm states policies to mitigate resulting conflicts). The brochure also discloses a 2023 consent order with a state securities regulator related to transacting business without proper registration and a $30,000 administrative assessment.

To learn more about the advisors currently working at T&T Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.