Dan Timotic

CFA
Retirement, Investing, Lifestage Based Planning
92%
Helpful
151
Answers
15
Articles
60
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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    ETFs, Mutual Funds, Investing
May 2017
    Investing, Stocks
May 2017
May 2017
    Investing, Asset Allocation
May 2017
    Bonds / Fixed Income, Investing

All Answers
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    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

I wouldn't recommend buying individual stocks. Research has shown that the vast majority of investment returns come from asset allocation, not stock picking. I also believe in fundamental, low-cost investing. With so many mutual funds underperforming their respective benchmarks, there is little reason to pay the higher expenses to hold them. I primarily hold ETFs for my clients. ETFs give my clients the exposure they need to the market with the lowest cost. To learn more about ETFs, you should visit Vanguard's website. They have good educational tools for your to review.

May 2017
    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
April 2018
    Mutual Funds
Is a front load of 4.5 percent a normal percentage when purchasing mutual funds?
100% of people found this answer helpful
May 2018
    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
May 2018
    Financial Planning, 401(k), Asset Allocation, Real Estate
Should I change my asset allocation strategy?
100% of people found this answer helpful
May 2018