Advisors at this firm
Timothy T
Series 63, Series 65
Gilbert, AZ
T&T Capital Management
Timothy Travis is a financial advisor at T&T Capital Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with T&T Capital Management since 2011. Mr. Travis contributes investment research articles to SeekingAlpha.com on a periodic basis. T&T Capital Management provides discretionary investment management to individuals, high-net-worth clients, corporations, and serves as a sub-adviser to other registered investment advisers. The firm employs a primarily long-term, deep-value, fundamental investment approach supplemented by technical and cyclical analysis, and constructs customized portfolios incorporating stocks, bonds, options, and other instruments.
Scott A
Series 65
Coto De Caza, CA
T&T Capital Management
Scott Altenburg is a financial advisor at T&T Capital Management with 10 years of industry experience. He holds a Series 65 designation and has worked with firms including Kingsview Asset Management and Three Lakes Trading Company. Altenburg is also involved as a resident insurance producer for Rick Nelson Insurance Solutions LLC. T&T Capital Management provides discretionary investment management to individuals, high-net-worth clients, and corporations, as well as sub-advisory services to other registered investment advisers. The firm employs a primarily long-term, deep-value, fundamental investment approach combined with technical and cyclical analysis, and uses a range of instruments including stocks, bonds, and options.
Peter T
Series 65
Laguna Hills, CA
T&T Capital Management
Peter Travis is a financial advisor at T&T Capital Management with 15 years of industry experience. He holds a Series 65 designation and has been with T&T Capital Management since 2011. T&T Capital Management provides discretionary investment management to individuals, high-net-worth clients, and corporations, as well as sub-advisory services to other registered investment advisers. The firm employs a primarily long-term, deep-value, fundamental investment approach, supplemented by technical and cyclical analysis, and actively manages concentrated portfolios with periodic rebalancing.
Joel K
Series 65
Coto De Caza, CA
T&T Capital Management
Joel Kelner is a financial advisor at T&T Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with T&T Capital Management since 2013. Outside of his advisory role, Kelner is involved in the mortgage and real estate business as a loan officer and realtor through Vatreni Inc, which he founded in 2011. T&T Capital Management provides discretionary investment management services to individuals, high-net-worth clients, and corporations, also serving as a sub-adviser to other registered investment advisers. The firm employs a primarily long-term, deep-value investment approach while incorporating technical and cyclical analysis, and it offers customized portfolios with options for reasonable client restrictions.
Mitchell F
Series 65
Ladera Ranch, CA
T&T Capital Management
Mitchell Fee is a Series 65 licensed advisor with 10 years of industry experience. He is currently affiliated with T&T Capital Management and Three Lakes Advisors, where he has worked since 2017. Prior to that, he held roles at Kingsview Asset Management and Kingsview LLC. Outside of advising, Fee is an independent insurance agent providing insurance planning strategies. T&T Capital Management offers discretionary investment management services to individuals, high-net-worth clients, and corporations, and acts as a sub-adviser to other registered investment advisers. The firm employs a primarily long-term, deep-value, fundamental investment approach while also utilizing technical and cyclical analysis, with the flexibility to engage in shorter-term trading when appropriate.