What Makes Us Different

Peter and Paul are TR’s Investment Managers. Both are “market guys” first and sales people second. Each has been managing client accounts for more than a dozen years. Both believe in active risk control in the management of client accounts and employ strategies of position-sizing and loss limits. Technical analysis plays a key role in client account management and each Manager has computerized strategies to minimize the effect that emotions can often play in investing. Peter and Paul also have access to a wide variety of top notch fundamental research services to ensure a ready supply of sound ideas to put to work in clients’ accounts. Lastly, both Managers are highly experienced in the use of equity and index options. Over the years, each has traded thousands of contracts for both client and proprietary accounts. This is a service that is not widely offered and we are proud to perform these trades for those clients for whom it is appropriate and suitable.

Past performance is no guarantee of future results. This material is provided for informational purposes and is not intended to provide specific investment advice. Rather, it is intended to be educational and supplemental to an ongoing Investment Advisory relationship. It contains our current opinions and those are subject to change. 

Information and graphs are derived from sources deemed to be reliable, but are not guaranteed. Investing involves risk, including but not limited to loss of principal. This is not a solicitation to buy or sell any security, strategy or product. And, the principals, associates and/or employees of T/R Financial Management Group, LLC may have positions in any or all of the securities mentioned.

TR Financial Management Group, LLC, is a registered investment adviser in the State of CA, DC, GA, MD, MI, MN, OR, TX, VA, WA, WI. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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