Dan Timotic

CFA
Retirement, Investing, Lifestage Based Planning
92%
Helpful
145
Answers
14
Articles
59
Followers
“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 & Portfolio Manager

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:

$175 million

CRD Number:

2498598

Videos
  • Dan Timotic, CFA
  • T2 Asset Mgmt Intro Video
All Articles
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May 2017
    Investing, Stocks
May 2017
May 2017
    Investing, Asset Allocation
May 2017
    Bonds / Fixed Income, Investing
April 2017
    Choosing an Advisor, Financial Planning

All Answers
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    Mutual Funds, Stocks
If I plan to buy mutual fund shares when the stock market drops, what strategies should I consider?
100% of people found this answer helpful

With mutual funds, you will always get the closing price of the day when you put your order in. I would suggest you look into ETFs instead of mutual funds. They trade throughout the day and have much lower expense ratios. We primarily use ETFs for our clients and it gives us the specific exposure we want based on our macroeconomic outlook and fundamental analysis.

That being said, if you're time horizon is long and you don't mind the ups/downs of the market, simply research some ETFs that are aligned to your risk tolerance and implement a systematic way of contributing to your account.

last month
    Investing, Stocks
I want to buy dividend-paying stocks that make the money work for me, what would be my best approach?
100% of people found this answer helpful
May 2017
    Career / Compensation, Starting Out
How necessary is it to hold the chartered financial analyst (CFA) designation to pursue a buy side financial career?
100% of people found this answer helpful
2 weeks ago
    Investing, Starting Out
As a 22-year-old college student with low funds who wants to make investments, is buying index funds for $20-$40 a month a good option for me, or should I be considering other options?
82% of people found this answer helpful
March 2018
    401(k), Insurance, Life Insurance
Is whole life insurance a good option for my family of three if I have multiple retirement accounts and insurance policies already in place?
71% of people found this answer helpful
March 2018