TTR & Associates: Investment Management Process
TTR & Associates subscibes to a conservative investment management process that seeks to manage risk and provide more predictable outcomes over the long term.
Clients benefit from a combined top down and a bottom up process to construct and manage customized investment portfolios.
Cory leads the top down component of the process while Mike leads the bottom up aspect. They meet regularly each week, or as circumstances dictate, to discuss ideas and make decisions about portfolio strategy, tactics and security inclusion.