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Our Company

TTG Financial is a boutique Investment Advisory Firm (RIA) and Commodity Trading Advisor (CTA), registered under the Investment Advisors Act of 1940 and the CFTC.  We specialize in very personalized investment advice for a small group of select clients.  Our company motto is based on our firm belief that through intensive analysis and quantitative review, we will achieve returns that exceed that of other advisors as well as the general market.

We provide Investment and Commodity trading advice for an asset based fee. Our asset management services are limited to clients with a minimum of  $500,000 of assets to invest, or for those clients having legitimate commodity hedging needs.   We maintain this exclusivity not because of the unimportance of clients with less, they can avail themselves of our services on an hourly basis if they wish, but only because of the very close personal attention we provide to each and every client and the customization of trading programs and allocations. A large client base would make the implementation of such a model almost impossible . 

We are in communication with all of our clients on a very regular basis, encourage office visits at least once per quarter, and have an open door policy at all times.  In the investment world we are a somewhat unique and unusual anomaly.


Our Mission

To provide above market returns, on a risk adjusted basis, while reducing the total risk across a broad range of portfolio allocations. TTG Financial uses a combination of tools in an effort to increase return and reduce the risk on any targeted allocation. Our focus is on achieving portfolio performance above that of our clients comparable portfolio benchmarks. This methodology is called Enhanced Portfolio Analysis and is made up of six primary components:

Modern Portfolio Analysis to determine optimum allocations for any level of risk.

Dow Cyclical Analysis to assist in identifying primary market trends and the required portfolio adjustments they dictate.

Technical Analysis to assist in identifying secondary market trends and the adjustments they require.

Fundamental Analysis  to assure "best of breed" representation across all asset classes and market categories.

Defensive Option Strategies and Trailing Stops to further protect portfolios from large downside moves.

Offensive Option Strategies  to generate additional portfolio income and enhanced return on invested capital.


Company Profile     

We are Registered Investment Advisors, which means that unlike a stock broker, insurance salesman or hedge fund manager, we are registered under the Investment Advisors Act of 1940, and subject to the review and reporting requirements of the SEC and state securities regulators.  This adds a layer of accountability not otherwise required by the other groups mentioned.  We sell no products of any kind.  No Insurance.  No annuities. No mutual funds.  We will consult and advise on all investment topics, and focus on generating above average market returns.

We are also registered under the Commodities Futures Trading Corporation and the National Futures Association. This licensing permits us to develop a multitude of commodity trading strategies for both personal and industrial needs. For further information, see our Commodities Futures Trading Disclosure Document.


Contact Information          

                    

 Jim Kotagides                       Jim Evans
    BS, MBA, RFC                                    CFP, QPA                               
  Registered Investment Advisor       Registered Investment Advisor      
 
Telephone:                                              
330-491-2220                                              
 
FAX:                                                 
330-491-2262                                         
 
 Address:                                    
                                                                              
TTG Financial Inc.                                           
       4700 Dressler Rd. N.W.
Canton, Ohio 44718
 
Email:
 
TheTeam@teamttg.com