Dan Timotic

CFA
Retirement, Investing, Lifestage Based Planning
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“With over 20 years of professional experience, Dan Timotic provides comprehensive wealth management to affluent families with a focus on fundamental, low-cost investment strategies that are used by large institutional investors.”
Firm:

T2 Asset Management, LLC

Job Title:

Managing Principal

Biography:

As a Managing Principal and Portfolio Manager, Dan Timotic's focus is to help clients achieve their financial goals. He works closely with clients to understand their current financial situation, evaluate their current investments, and make recommendations to better allocate their portfolio based on their risk preferences.

Prior to founding T2 Asset Management, Dan held various positions at some of the largest investment firms in the country as a trader, portfolio manager, and strategist. With over 20 years of professional experience, he has managed billions of dollars for institutions, endowments, foundations, pension plans and individuals.

Dan received his MBA in Finance from DePaul University. He is a Chartered Financial Analyst and a member of CFA Institute as well as CFA Society of Chicago. Dan also serves as a member of the St. John of the Cross School Advisory Board in Western Springs, Illinois.

Education:

MBA, Finance, DePaul University

Assets Under Management:

$100 million

CRD Number:

2498598

All Articles
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    Choosing an Advisor, Financial Planning
2 weeks ago
    Bonds / Fixed Income, Investing
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    Investing, Stocks
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    Retirement Living, Retirement Savings

All Answers
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    Asset Allocation, IRAs, Stocks
What is considered enough diversification?
100% of people found this answer helpful

I try to encourage young investors to use ETFs. There are many types of ETFs ranging from broad index to sector specific to alternatives. I prefer to own a basket of stocks in a sector I fundamentally believe in. Diversification can take many forms. You can diversify within a sector or a market. Many studies have been done over the years and they all point to the same conclusions. Asset allocation is by far the bigger contributor to your returns rather than stock picking. Spend more of your time on the asset allocation and you should be in better shape later on.

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    Financial Planning, Investing
How should I invest a lump-sum of my savings?
100% of people found this answer helpful
last month
    Personal Finance, Investing
How has the use of the internet impacted the general population's inclination to invest?
100% of people found this answer helpful
last month
    Investing, Real Estate
Will fixed rate mortgages remain available as interest rates rise?
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last month
    Financial Planning, Real Estate
How aware of my girlfriend's finances should I be?
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last month