At T&T Capital Management, we utilize a deep value investment strategy. Our goal is to identify securities trading at 40-50% discounts to our estimates of intrinsic value. In addition, we will employ conservative, income-generating strategies such as covered calls and cash-secured puts to enhance the yield, and reduce risk for our clients even further. T&T's primary goals are to maximize risk-adjusted returns and to avoid permanent losses of capital.
Registration- Registered Investment Advisor
Market Experience- 15 years for Tim, over 50 years combined in the firm.
Assets Under Management- $58MM
Strategy Type- Value investing, cash-secured puts, covered calls
Minimum Investment- $50K
Fee Structure- 1.5% on average depending on account size
What is the new service I'd be signing up for?
It is a managed account by Tim Travis of T&T Capital Management. Interactive Brokers will be the custodian. You will have full transparency to view your account portfolio (including balances and positions.) You will see trade in real time as executed to your account by Tim Travis of T&T Capital Management.
Who is Interactive Brokers and why them?
We have chosen Interactive Brokers as the Brokerage platform and custodian for this service. Interactive Brokers is publicly traded (TICKER: IBKR). The firm's market capitalization is approximately $14 billion and the firm is well capitalized with over $6 billion of equity capital on their balance sheet. We also chose them as being the most cost-effective brokerage platform and custodian capable of servicing client accounts in over 180 countries worldwide.
What will the costs be?
Costs include T&T Capital Management's management fee, which is usually about 1.5% on assets depending on the amount of assets that we are managing. In addition, Interactive Brokers charges industry low transaction costs as listed on their website.
What is the minimum to start? Can I close and withdraw my money at any time?
$50,000 is the minimum to start and you can add more cash/equity at any time. Yes, you can close your account at any time at no cost by contacting the advisor or Interactive Brokers directly.
What do I need to start?
You must click "Get Started Today!" in order to start this specific service, even if you already happen to have an account at Interactive Brokers. This will be a simple and quick online application. The application is specific to Tim Travis of T&T Capital Management and the services they will provide you utilizing Interactive Brokers as the brokerage platform and custodian.