Business Details
17 Years
experience
Your Trusted Partner for Investment Management Solutions
TJT Capital Group is a fee-only Registered Investment Advisor dedicated to providing disciplined investment management and risk assessment services. With over 60 years of combined experience, our team specializes in creating customized portfolios tailored to individual client goals using our proprietary InVEST Risk Model. Our approach focuses on five key market indicators to navigate economic cycles and manage risk effectively.We prioritize long-term financial security through evidence-based strategies rather than market predictions. Our proven track record includes building a billion-dollar money management business while maintaining client relationships that often span decades. We combine institutional-grade expertise with personalized service to help clients achieve their investment objectives across varying market conditions.
Services
Investment Management
Risk Assessment
Portfolio Customization
Financial Planning
Market Analysis
Details
- Year established: 2009
Highlights and features
- We utilize a proprietary InVEST Risk Model for data-driven investment decisions
- Our team has 60+ years of combined experience in investment management
- We create fully customized portfolios tailored to individual financial goals
- We maintain a proven track record of building billion-dollar investment solutions
- Our fee-only structure ensures complete transparency and client alignment
Associations and certifications
- Securities and Exchange Commission (SEC)
Services
Investment Management
Our investment management service combines personalized portfolio creation with systematic risk assessment. Using our proprietary InVEST Risk Model, we analyze five key market indicators to optimize asset allocation. Clients benefit from customized strategies that adapt to changing economic conditions while maintaining focus on long-term financial goals.
Risk Assessment
Our risk assessment methodology evaluates market conditions through five critical factors: interest rates, valuation, economic cycle, investor sentiment, and technical indicators. This comprehensive approach helps identify potential market shifts and implement protective measures while maintaining growth opportunities during favorable conditions.
Portfolio Customization
We create individually tailored investment portfolios based on each client's specific financial objectives and risk tolerance. Our approach considers personal circumstances, investment horizon, and wealth management goals to develop solutions that align precisely with client needs and market realities.
Financial Planning
Our financial planning services integrate investment management with comprehensive wealth strategy development. We help clients navigate complex financial decisions through evidence-based planning that considers market dynamics, tax implications, and long-term wealth preservation objectives.
Market Analysis
We provide ongoing market analysis using our proprietary InVEST framework to interpret economic trends and market signals. This analysis informs investment decisions and helps clients understand the rationale behind portfolio adjustments through regular communication and performance reporting.
People
James Cook
Managing Partner
James Cook, CFP, has over 25 years in investment management. He co-founded TJT Capital Group after serving as Vice President at GE Private Asset Management. He holds an MBA in Financial Management from Pace University and earned his CFP designation in 2008.
Timothy McMullan
Managing Partner
Timothy McMullan brings three decades of investment experience. As Senior Vice President at GE Private Asset Management, he grew their Private Client Group. He previously held leadership roles at Merrill Lynch and Paine Webber, earning his economics degree from Colgate University.
Questions
What investment approach does TJT Capital Group use?
We use our proprietary InVEST Risk Model analyzing five key market indicators to guide investment decisions and manage portfolio risk effectively.
How does the InVEST Risk Model work?
The model evaluates Interest rates, Valuation, Economic cycle, investor Sentiment, and Technical factors to determine market direction and adjust portfolios accordingly.
What services do you offer clients?
We provide customized investment management, risk assessment, portfolio customization, financial planning, and market analysis services tailored to individual client needs.
How are portfolios managed?
Portfolios are managed using our research-based approach, adjusting asset allocation based on current market conditions while maintaining focus on long-term financial goals.
What makes TJT different from other advisors?
Our unique combination of proprietary research, disciplined methodology, and personalized service distinguishes us from traditional financial advisory approaches.
