TJT Capital Group, LLC is an independent fee-only SEC Registered Investment Advisor (RIA). TJT Capital Group focuses on its proprietary InVEST Risk ModelÂ® 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 ModelÂ® 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 ModelÂ® to work for you.
|Firm Start Year:||2009|
|Name of Custodial Firm:||Charles Schwab, TD Ameritrade|
|Number of Years with Current Firm:||7|
|Advisory Services Provided:||Portfolio Management|
|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|
|Assets Managed by Firm:||$220,000,000|
|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|
Refer to website www.tjtcapital.com
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 ModelÂ® 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 ModelÂ® 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.
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 ModelÂ® 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 ModelÂ® helps determine when to make investment changes.
Timothy McMullan Managing Partner
James Cook Managing Partner
Timothy McFadden Managing Partner
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
Barron's Big Money Poll
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
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 companys newspapers, magazines and electronic news sites have become required reading in their respective sector of business and consumer market. ...more