wiseradvisor

Timothy McMullan, James Cook and Timothy McFadden
TJT Capital Group, LLC

Tel: (877) 282-4609
9 West Broad Street
2nd Floor
Stamford, CT 06902

InVEST Risk Model®

TJT Capital Group, LLC | Financial Advisor in Stamford ,CT


About TJT Capital Group, LLC

TJT Capital Group, LLC is an independent fee-only SEC Registered Investment Advisor (RIA). TJT Capital Group focuses on its proprietary InVEST Risk Model® to manage client portfolios. invest is an acronym for the 5 key indicators that really matter and signal the true direction and health of the market - - interest rates, valuation, economic cycle, sentiment and technical factors. We decisively shift client portfolios when our InVEST Risk Model® signals bear market conditions are here. The partners at TJT Capital Group have more than 75 years of combined investment experience. Put the power of TJT and the InVEST Risk Model® to work for you.


General Information

Firm Start Year:   2009
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab, TD Ameritrade
Number of Years with Current Firm:   7


Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks
I can meet clients in the following ways:   At your office, Via email, Via phone


Firm Information

Assets Managed by Firm:   $220,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets



Disclaimer

Refer to website www.tjtcapital.com

Timothy McMullan, James Cook and Timothy McFadden

Timothy McMullan, James Cook and Timothy McFadden

TJT Capital Group is a Securities and Exchange Commission (SEC) Registered Investment Advisor established in 2009. The partners at TJT Capital Group have over 75 years of combined investment experience and we bring that expertise to helping our clients achieve their goals. TJT uses its proprietary InVEST Risk Model® to manage client portfolios. TJT Capital Group has researched and documented 5 key indicators - interest rates, valuation, economic cycle, sentiment and technical factors - signal the true direction and health of the markets. We focus on the InVEST Risk Model® and adjust portfolio asset allocation with a goal of participating in bull markets and protecting assets form the devastation of bear markets. We welcome your interest in TJT Capital Group.

My Services

Portfolio Management

Successful investing is not just about capturing the upside in bull market phases, but also about protecting capital from the devastating effects of bear markets. TJT Capital Group focuses on its proprietary InVEST Risk Model® to manage client portfolios. manage client portfolios. InVEST is an acronym for the 5 key indicators that really matter and signal the true direction and health of the market - interest rates, valuation, economic cycle, sentiment and technical factors. Our InVEST Risk Model® helps determine when to make investment changes.

My Team

Timothy McMullan
Timothy McMullan Managing Partner
Timothy McMullan has more than 25 years of experience in the investment management business. Prior to being a founding partner in TJT Capital Group, Tim was Senior Vice President of the Private Client Group of GE Private Asset Management, Inc., a unit of General Electric. From July 2004 until the founding of TJT Capital Group, Tim was responsible for the overall growth and profitability of the billion dollar money management group, as well as day-to-day operations and management of the t ...more

James Cook
James Cook Managing Partner
James Cook, CFP ® has more than 15 years in the investment management industry. Prior to becoming a founding partner in TJT Capital Group, Jim was a Vice President and Senior Account Executive with the Private Client Group of GE Private Asset Management, Inc. and its predecessor. Jim held a leadership position in the Private Client Group with a focus on account management. Jim received a Bachelor's degree from SUNY Cortland in 1996 and an M.B.A. in Financial Management from Pace Univer ...more

Timothy McFadden
Timothy McFadden Managing Partner
Timothy McFadden, CFP ® has more than 25 years of experience in the investment management industry. Prior to becoming a founding partner of TJT Capital Group, Tim spent more than 13 years working for several SEC Registered Investment Advisor (RIA) firms. Tim's emphasis at these firms was account managment and business development. Tim received a B.A. in Economics in 1986 from Lehman College (CUNY) and achieved his Certified Financial Planner (CFP) designation in 1991.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

News & Events

Barron's Big Money Poll
When: 01/01/2017
Details:TJT Capital Group, LLC is a participant in the Barron's Big Money Poll.


TJT Named One of Top 50 Emerging RIAs in America
When: 09/17/2010
Details:Top 50 Emerging RIAs in America Investment News, the premiere source of news, data and information for financial advisors, named TJT Capital Group one of the Top 50 fee only emerging Registered Investment Advisor firms ranked by discretionary assets under management. The methodology, which was based on the RIA database, included criteria such as growth in assets under management from December 31, 2008 to June 30, 2010 as reported to and defined by the Securities and Exchange Commission. According to a September 13, 2010 article titled “Biggest RIA firms see discretionary assets jump 16% in 2Q”, growth in assets among RIA firms “demonstrates that in the wake of the market downturn of 2008, more high net worth investors are turning to RIAs.” A number of investors are looking for change in the wake of the 2008 downturn. As stated on their website investmentnews.com, Investment News has been delivering news and analysis essential to the business of financial advisors since 1998. They also publish a weekly newspaper, which combines comprehensive news with accurate,independent reporting on the entire financial services industry. Investment News is part of Crain Communications, Inc., one of the largest privatelyowned business publishers in the Unites States with over 30 leading business, trade and consumer publications worldwide. As an authoritative source of vital news and information to industry leaders and consumers, each of the company’s newspapers, magazines and electronic news sites have become required reading in their respective sector of business and consumer market. ...more