Dan Timotic

CFA
Retirement, Investing, Lifestage Based Planning
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Helpful
108
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13
Articles
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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

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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May 2017
    Investing, Stocks
May 2017
    Bonds / Fixed Income, Investing
May 2017
    Investing, Asset Allocation
May 2017
April 2017
    Choosing an Advisor, Financial Planning

All Answers
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    Banking, Investing
Does the size of a firm really matter when it comes to fund managers?
100% of people found this answer helpful

I have been a portfolio manager at large and small firms. The size of the firm is much less important than the manager making investment decisions. You should also consider the actual mutual fund objectives. Many mutual funds have a mandate to stay fully invested regardless of market conditions. Think back to 2008 when the market collapsed. There are alternatives to investing in mutual funds that cost much less and have specific objectives to better meet your needs. The most important thing, in my opinion, is to work with someone that has the agility, ability, and experience to protect you when the market inevitable rolls over. Many advisors simply allocate you investments and tell you to hang in there for the long term. While this idea may have worked 30 years ago, we live in a different time where interest rates are extremely low and stock prices elevated. Investors have been programmed to believe in buy and hold strategies. You see them advertised everywhere. The most important question to ask yourself is, "Can I live with another huge market correction and will I have the mental fortitude to hang in there?" If your answer is no, you should find advisors that have the ability and experience to play defense when the next recession hits.

last month
    Financial Planning, 401(k), Annuities, IRAs
I'm planning to rollover my 401k to an IRA fixed annuity. Is it a good idea?
100% of people found this answer helpful
May 2017
    Career / Compensation
What is the safest approach to send my advisor a large check?
100% of people found this answer helpful
May 2017
    Investing, IRAs, Lifestage Based Planning
How diverse should I be with $5,000?
86% of people found this answer helpful
May 2017
    Personal Finance, Starting Out
If you had to give a young adult one piece of financial advice, what would it be?
75% of people found this answer helpful
April 2017