Advisor Details

Advisor Details

Financial Advisor in Oakbrook Terrace, IL with 26 Year(s) of Experience

Professional Designations

Chartered Financial Analyst (CFA)

Personal Bio

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 Name

T2 Asset Management

Firm Bio

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 SEC Form ADV

Firm SEC Form CRS

Firm SEC/CRD #

801-112202

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SEC

NASAA

Firm Logo

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Education

DePaul University
MBA-Finance
Duration: 1996 - 1998
DePaul University
BA - Commerce
Duration: 1990 - 1994

License(s)

N/A

Advisor SEC/CRD #

2498598

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    BROKER CHECK
    SEC
    NASAA

    Are you a Fiduciary?

    Yes

    Do you receive any commissions or fees based upon financial products that you provide to your clients?

    No

    Methods of Compensation

    Assets Under Management (AUM), Fee-Only

    Specialties

    Preferred Client Type

    Activities/Hobbies

    Golf, Tennis, Travelling, Coaching

    Honors/Awards

    Five Star Wealth Manager Award Winner - 2014, 2015, 2016, 2017, 2018, 2019

    Publications Featured In

    Other

    Disclaimer

    No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Contact:

2 Trans Am Plaza Dr.
Oakbrook Terrace, IL 60181

dtimotic@t2asset.com

(630) 394-5070

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