--- title: "Dan Timotic | Financial Advisors" description: "Dan Timotic at T2 Asset Management. Dan, a Managing Principal & Portfolio Manager, is co-founder of T2 Asset Management where he is responsible for…" url: https://financialadvisors.com/advisors/dan-timotic/ --- [← Back to Advisors](https://financialadvisors.com/advisors/) ![Dan Timotic](https://financialadvisors.com/wp-content/uploads/2023/06/2007291596041058timoticprofile.jpg) # Dan Timotic T2 Asset Management investment Chartered Financial Analyst Email Advisor Link Copied! ## About Dan, a Managing Principal & Portfolio Manager, is co-founder of T2 Asset Management where he is responsible for managing multiple investment models for advisors and high net worth individuals. His professional experience in portfolio management and trading gives Dan a unique perspective to structure strategic, fundamentally driven models with a focus on downside protection. Dan's models are managed to maintain a disciplined approach to investing that allows for diversified exposure across asset classes and provide flexibility to make changes when market conditions warrant. Market behavior sometimes deviates from fundamentals, so it's important to have the flexibility to make changes to reflect these short-term variances. Prior to founding T2 Asset Management, Dan was a Vice President and Portfolio Specialist with Hartford Investment Management and later with Transamerica Investment Management, where he was responsible for communicating the Firm's investment strategy and economic outlook to the financial community. He worked with the portfolio management team and communicated the investment process and specific product strategies to clients and prospects. Dan spoke at numerous conferences and on panels regarding current economic conditions and their impact on the financial markets. Prior to joining HIMCO, Dan was Vice President at Zurich Scudder Investments. As Vice President, he was a Fixed Income Portfolio Manager managing in excess of $1 billion in assets for endowments, foundations, pension plans, institutions, and high net worth individuals. In addition to his role as portfolio manager, Dan was a member of the Investment Policy Committee as the Taxable Fixed Income Strategist where he was responsible for establishing taxable fixed income allocations for Scudder's Private Investment Counsel, which managed over $20 billion in client assets. Before joining Scudder, Dan was a trader at Asset Allocation and Management where he traded structured assets for insurance portfolios that totaled in excess of $4 billion under management. Dan received his MBA in Finance from DePaul University and holds a CFA charter. He is a member of the CFA Institute as well as the CFA Society of Chicago. ## Firm Information ![T2 Asset Management logo](https://financialadvisors.com/wp-content/uploads/2023/06/2007291596038502LogoOnly.png) Firm T2 Asset Management Position Managing Principal & Portfolio Manager Agency Type ria Firm CRD# 801-112202 About Firm T2 Asset Management, LLC began with two Chartered Financial Analysts who believe individual investors deserve the same expert advice large institutions are afforded. We see an advisory world full of salespeople and financial planners biased by products and commissioned sales. Investors are challenged to find highly skilled, unbiased investment advice with a focus on downside protection. Our clients understand our commitment to addressing these concerns, and as stewards of our clients’ assets, we take this responsibility very seriously. Firm Location ## Professional Details Advisor CRD# 2498598 Fiduciary Yes — acts in your best interest Compensation Assets Under Management (AUM) • Fee-Only Designations Chartered Financial Analyst Licenses Other ## Investment Information SEC Form ADV [View Form ADV →](https://financialadvisors.com/wp-content/uploads/2023/06/2007291596038502T2Part2A_03-12-201.pdf) Form CRS [View Form CRS →](https://financialadvisors.com/wp-content/uploads/2023/06/2007291596038502FormCRS_T2AssetManagement_06-30-2020.pdf) ## Practice Focus Specialties - Portfolio Management 30% - Financial Planning 20% - Retirement Planning 20% - Asset Allocation 10% - Employee Benefit Plans / 401(k) 10% - Investment Counseling 10% Preferred Client Type - High Net-Worth Individuals 34% - Individuals 33% - Retirees 33% ## Education Education **DePaul University** **DePaul University** ## About Me Hobbies & Interests Coaching Golf Tennis Traveling Community Involvement Other ### Contact Information Email Advisor Thanks! Your message has been sent. [(630) 394-5070](tel:6303945070) Address 2 Trans Am Plaza Dr suite 200, Oakbrook Terrace, IL 60181, USA ### At a Glance Founded 1995 ### Links [Website](https://www.t2assetmgmt.com/) [SEC Form ADV](https://financialadvisors.com/wp-content/uploads/2023/06/2007291596038502T2Part2A_03-12-201.pdf) [Form CRS](https://financialadvisors.com/wp-content/uploads/2023/06/2007291596038502FormCRS_T2AssetManagement_06-30-2020.pdf) [BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/2498598) ### Connect [LinkedIn](https://www.linkedin.com/in/affluentfamilyadvisor/) [Facebook](https://www.facebook.com/T2Asset) [X](https://twitter.com/T2Asset) [YouTube](https://www.youtube.com/channel/UCa29IyJFErPZCM2wwKUFH-A) --- Source: https://financialadvisors.com/advisors/dan-timotic/ Site index for AI agents: https://financialadvisors.com/llms.txt Agent directory: https://financialadvisors.com/agents.json