A complete list of active advisors currently associated with Ttp Investments, Inc.
Warmer can help you find a great advisor at Ttp Investments, Inc. or one who fits your needs even better.
TTP Investments provides discretionary asset management, financial planning, and tax-related advice through an affiliated firm, serving individuals, trusts, estates, qualified and non-qualified retirement plans, corporations, and other business entities. The firm also makes referrals to unaffiliated third parties for certain transactions, such as 1031 exchanges, and discloses receipt of referral fees for those services. Investment programs are customized to client objectives and documented risk profiles (Conservative, Balanced, Growth), with monthly reviews and periodic rebalancing. TTP employs both fundamental and technical analysis, and its Growth strategy emphasizes sector momentum and rotation; the firm may also use derivatives and options strategies (including covered, uncovered and spread positions) within separately managed accounts. Noteworthy distinctions disclosed in the brochure include an affiliated tax practice that provides tax preparation and representation alongside advisory services and an explicit referral arrangement for 1031 exchange transactions. The firm reports managing over $570 million on a discretionary basis while stating no required account minimum, combining sizable institutional-scale assets, integrated tax services, and active derivatives use in a way that is less common among peers.
To learn more about the advisors currently working at Ttp Investments, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
San Jose, CA
| 3
| |
San Jose, CA
| 27
| |
San Jose, CA
| 12
|
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