David Garrett, Founder, Portfolio Manager, and Principal.
Portfolio Manager and
David L. Garrett is founder and president of Garrett Capital, Inc.
He holds Masters degrees in Applied Economics from Utah State University and an International Master of Business Administration (IMBA) degree, with Merit, from the Royal Agricultural University in Cirencester, England.
Dave began his investment career in 1978 with Equity Research Associates. He became a founding officer of Security Funding Corporation, a Utah Investment Advisor, from 1979 to 1983 and later founded Garrett Capital Management (1986), successor to Garrett Capital, Inc. Mr. Garrett was a registered representative with Prudential-Bache Securities, First Western Advisors, and Securities America. In addition to commodities and other licenses, he has held NASD Series 7, 63, 65, and 24 (Registered Principal) licenses. He is also a licensed Insurance Consultant in the State of Utah.
Mr. Garrett is also president of Ensign Capital Management, Inc. (1991), a non-advisory company specializing in investment strategies and the tracking of both asset allocation and active asset management developers, through its wholly owned subscription service called TimerTrac.com. Mr. Garrett developed TimerTrac.com as a subscription newsletter which tracks the performance of these professionals, both domestic and international.
Dave has extensive experience advising high net worth investors and institutions. He has authored articles in Forbes and been featured in Stocks and Commodities magazines. He is a contributor to Advisor Insights and has appeared on radio and in other publications.
He is married with six children and ten grandchildren and enjoys cycling, macroeconomics, and politics.
Kelly Jay Allman provides advisory services to clients and is a portfolio manager for Garrett Capital, Inc.
Kelly was a registered representative with Fidelity Investments. He has held NASD Series 7 and 63 licenses and currently holds the Series 65 Investor Advisor license. Born in 1975, in Provo, Utah, Kelly holds a Bachelor of Science degree in Business Administration from Brigham Young University.
Kelly’s passion for the capital markets began at the age of 18 when he purchased his first stock and this passion fuels a desire to help others make sound investment decisions. He started in the industry as a trader for Fidelity Investments in 2000 and two years before receiving his bachelor’s degree from BYU. Prior to joining Garrett Capital, Kelly worked for Investools from TD Ameritrade® beginning in 2004.
Kelly has taught thousands of self-directed investors through conferences and online events, with as many as 950 attending at a time, on a variety of topics such as fundamental analysis, advanced option strategies, investor psychology, intermarket analysis, and income investing. Kelly managed a team of 14 investment instructors and was the lead talent for video and live instruction on the income investing courses.
Kelly has studied every bull and bear market in the US since the late 1800’s. This study, combined with a knowledge of market psychology, enabled him to create a system for reducing risk and improving return. Kelly has managed portfolios since 2002.
He lives in Pleasant Grove with his wife and four children and enjoys motorcycles, racquetball and lifting.