Garrett Capital Investment Management

Kelly Allman is a financial advisor at Garrett Capital Investment Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory Services LLC and Investools from TD Ameritrade. Outside of her advisory duties, she works as an independent contractor teaching financial education classes and providing individual instruction via Zoom. Garrett Capital Investment Management advises primarily individual clients, including high-net-worth individuals, IRAs, and family trusts, through discretionary portfolio management. The firm’s approach combines asset allocation, fundamental and technical analysis, and market timing, with active use of options strategies and involvement in private fund activities.

David Garrett is a financial advisor with Garrett Capital Investment Management in Kaysville, UT. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He is president of Ensign Capital Management, Inc., which he has owned since 1991, and owns Timertrac.com, a web-based newsletter tracking market timers. Outside of finance, he co-owns a frozen yogurt business with his wife. Garrett Capital Investment Management primarily serves individual clients, including high-net-worth individuals, IRAs, and family trusts, providing discretionary portfolio management. The firm uses asset allocation and security selection informed by fundamental and technical analysis, conducts quarterly reviews, and may use hedging strategies.