TTR & Associates subscribes 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 & Tom lead 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.