T2 ASSET MANAGEMENT, LLC

Overview

T2 Asset Management, LLC is an independent registered investment adviser formed as a limited liability company and serving individual and family clients. The firm combines traditional advisory work — financial planning and portfolio management for individuals and small businesses — with insurance brokerage services. Since its SEC registration in 2017 the firm has favored diversified, fund-centered portfolios, with a clear tilt toward pooled public vehicles rather than single-stock concentration. T2 charges flexible fee arrangements that include percentage-of-AUM, hourly and fixed fees, and in some cases commissions, allowing it to serve clients with different engagement models and planning needs. T2 does not emphasize ESG in its investment posture and is not positioned as a capital allocator. Its client base is primarily retail households and families, and its investment team builds portfolios around mutual funds and exchange-traded funds as the core building blocks, supplementing those with select alternative strategies where appropriate. The firm’s insurance capabilities are integrated with its financial planning work, which often affects asset-allocation and tax-aware planning choices.

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Location & Offices