1. FIRM OVERVIEW
Phone: 888-354-8499 x 701
Email: dtimotic@T2Asset.com
Website: www.T2Assetmgmt.com
Dan Timotic, CFA
Managing Principal
Portfolio Manager
2 TransAm Plaza Drive
Suite 200
Oakbrook Terrace, IL 60181

2. FOR EDUCATIONAL PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.
OUR FIRM
At T2 Asset Management, we understand
the unique challenges that come with
managing investments. With more than
100 years of combined experience, we
have served as a trusted partner of
individuals, families, and institutions
providing investment management
guidance and solutions based on a
thorough understanding of each client’s
situation and goals.
We bring proven expertise to bear on every
aspect of a client’s wealth—from
accumulation and growth through
preservation and distribution.
By taking an objective and proactive
approach that reflects the nuances and
complexities of each situation, we continue
to build trusted relationships.

3. FOR EDUCATIONAL PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.
MANAGING PRINCIPALS
Dan Timotic, CFA
Managing Principal
Portfolio Manager
Prior to founding T2 Asset Management, Dan held senior 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,
Dan 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.
Ken Tomko, CFA, CMT, CFP
Managing Principal
Portfolio Manager
Prior to founding T2 Asset Management, Ken spent nearly a decade as a
trader and financial advisor. As an experienced market technician, Ken
brings a strong background in model building and quantitative investment
management. Ken received his degree in Economics from Carnegie Mellon
University. He is a Chartered Financial Analyst, Chartered Market
Technician and Certified Financial Planner. He is a member of CFA Institute
and CFA Society of Chicago.

4. FOR EDUCATIONAL PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.
AFFILIATIONS – COMMITMENT TO EXCELLENCE
Our clients’ assets are held at Charles Schwab, giving clients the
security to know their money is always in their own control. Schwab
has been focused on the individual investor for over 40 years and is
entrusted with over $2 trillion in client assets.
CFA Institute is the global association of investment professionals
that sets the standard for professional excellence. Their ultimate goal
is to serve the greater good by creating an environment where
investors’ interests come first, markets function at their best, and
economies grow.
The Market Technicians Association is a not-for-profit professional
regulatory organization servicing over 4,500 market analysis
professionals in over 85 countries around the globe.
CFP Board is a non-profit organization acting in the public interest by
fostering professional standards in personal financial planning
through its setting and enforcement of the education, examination,
experience, ethics and other requirements for CFP® certification.

5. FOR EDUCATIONAL PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.
OUR WEALTH MANAGEMENT PROCESS
As our client, you will benefit from a collaborative relationship that addresses—
and anticipates—your needs. We follow a rigorous and disciplined investment
management process that provides a structured approach while allowing for
careful customization as your unique needs and situation dictate.
We determine the
appropriate allocation
of assets to realize
your particular
objectives.
We identify the specific
investments that align with
and support your strategy.
Together, we define your
needs, goals, and risk profile.
1
4 2
3
We assess performance
on a regular basis, making
changes and refinements
to your portfolio and
strategy as needed.
Understand
your goals
Create
a plan
Craft your
portfolio
Stay on
course

6. FOR EDUCATIONAL PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.
HELPING YOU REACH YOUR FINANCIAL
DESTINATION – ONE STEP AT A TIME
Discovery Phase. In the early stages of our relationship, we will meet with you personally to
determine how we can help create a positive impact on your financial well-being. We will
assess your current and future objectives together. We will analyze your assets and identify
necessary adjustments to get you where you ultimately want to be.
Planning Phase. Between the Discovery and Implementation phases, we map out the details
of your investment approach to erase any uncertainty about how we will manage your assets.
By clearly defining our investment strategy, we will only move forward when you are
comfortable and ready.
Implementation Phase. With our plan in place, we will begin to implement your investment
strategy. About six weeks after we begin working together, we will meet to evaluate the early
progress of your account and make any necessary changes. We will also begin to develop
your financial plan which entails a comprehensive evaluation of the entire range of your
financial needs. By employing the expertise of professionals within our firm as well as within
our selected network, your plan will be customized to meet your specific needs.
Ongoing Review. Communication with our clients is critical for us to maintain an
understanding of your needs and situation. At our first regular progress meeting, we will
review your financial plan and make the necessary adjustments depending on any changes to
your situation. Following the first progress meeting, we will meet quarterly to ensure you are
staying on the right path to reach your goals.

7. FOR EDUCATIONAL PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.
OUR DIFFERENCE
Recognizing that no two clients are alike, we take the time to listen—and to
understand—your particular circumstances, goals, and aspirations. This
understanding serves as the basis from which we develop an integrated plan
that addresses every facet of your wealth. Our comprehensive approach is
designed to create a plan that achieves your near- and long-term goals.
When crafting an integrated wealth management plan, we draw on our
expertise in the following areas:
• Business succession
• Intergenerational wealth transfer
• Philanthropy
• Nonprofit Entities
• Financial planning
• Retirement income planning
• Estate planning
• Tax planning

8. FOR EDUCATIONAL PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.
INSTITUTIONAL THINKING FOR
INDIVIDUAL INVESTORS
We believe that individuals and families with significant wealth can benefit from
the rigor and sophistication that typically characterize institutional portfolio
management. Our approach to managing client assets is rooted in the following
core strengths:
Deep understanding. Before we invest any money for a client, we first
determine the client’s goals, tolerance for risk, and time horizon. We measure
these factors against our extensive knowledge of investments. Only then do we
consider asset allocation and diversification.
Disciplined portfolio construction. Based on the specifics of each client’s
situation, we provide exposure to an appropriate mix of traditional and
nontraditional assets. We also seek to provide diversification within each asset
class—across sectors, industries, and countries.
Rigorous oversight. When implementing a client’s investment strategy, we
use a stringent process to screen investments, selecting those that meet the
objectives established for that client. Once the appropriate selections have
been made, we provide ongoing oversight and make changes as appropriate.

9. FOR EDUCATIONAL PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.
CHOOSING THE RIGHT FINANCIAL ADVISOR
The financial advisor you choose not only will have access to intimate detailed
information regarding your personal finances, but also will be the individual
entrusted to manage your financial future. Make sure your advisor has:
Strong ethics. The integrity of your advisor is of the utmost importance. It is
essential that you can be confident that your interests will always come first.
A global perspective. In an ever-changing global economy, your advisor
needs to have the resources and expertise to identify investment opportunities
both domestically and abroad.
Knowledge and experience. Managing your investments is about much more
than picking stocks or mutual funds; it requires an understanding of economics,
corporate finance, asset valuation, and portfolio construction and management.
Industry recognition. While there are a number of reputable credentials in
the financial industry, none are as rigorous or as widely respected as the
Chartered Financial Analyst® (CFA®) designation.

10. FOR EDUCATIONAL PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.
THE HIGHEST LEVEL OF EXPERISE
Our team of experienced professionals has received expert designations that
demonstrate our commitment to providing the highest level of expertise to all of
our clients:
• Chartered Financial Analyst (CFA) - CFA charterholders are highly prized by
institutional money managers as investment analysts, strategists, pension fund managers
and mutual fund portfolio managers. CFA charterholders must pass a schedule of
extremely rigorous exams over a 3-year period and have four years of professional
investment experience. The curriculum includes subjects such as economics, financial
reporting and analysis, corporate finance, fixed income and equity analysis, derivatives,
alternative investments and wealth planning. Known as the gold standard of investment
management designations, charterholders are subject to the most rigorous ethical
standards in the industry.
• Certified Financial Planner (CFP®) - CFP® professionals must pass the comprehensive
CFP® Certification Exam, which tests their ability to apply financial planning knowledge to
real-life situations. They are also required to have several years of relevant financial
planning experience. The exam covers the financial planning process, tax planning,
employee benefits and retirement planning, estate planning, investment management
and insurance. This comprehensive exam ensures that a CFP® professional is highly
qualified to develop a financial plan for individuals and families. CFP® professionals are
held to the CFP Board’s standards of professional conduct that require them to put the
client’s interest ahead of their own at all times.

11. FOR EDUCATIONAL PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.
OUR INVESTMENT PHILOSOPHY
• We believe in the fundamental principles of strong diversification, low
cost investing, and the idea that markets are best navigated with the
avoidance of large losses.
• Our competitive advantage is being able to produce a more complete
GLOBAL picture of the investment landscape. Successful investing
requires the analysis of the economy, company balance sheets, earnings,
market valuations, and finally market participants.
• We begin with a top-down global macroeconomic analysis including, but
not limited to, fiscal policy, monetary policy, employment and earnings
growth.
• Our focus is long-term investing to capture gains during rising markets.
Equally important, we reduce risk during market declines to protect
clients from significant losses. Managing risk is at the center of what we
do for our clients in order to preserve gains and minimize losses.

12. FOR EDUCATIONAL PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED.
TO LEARN MORE, CONTACT US AT:
T2 Asset Management, LLC
2 Trans Am Plaza Drive
Suite 200
Oakbrook Terrace, IL 60181
Dan Timotic, CFA
Managing Principal
Portfolio Manager
Call: 888-354-8499 x 701
Email: dtimotic@T2Asset.com
www.T2Assetmgmt.com