T2 Asset Management

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 through a complete 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. Our clients benefit from a collaborative relationship that addresses and anticipates their needs. We follow a rigorous and disciplined investment management process that provides a structured approach while allowing for careful customization as unique needs and situations dictate. Financial Planning Successful planning is the key to a successful retirement. We can help you develop a sound financial strategy that covers all the financial bases, from investing to retirement to estate conservation. Establish goals and objectives Identify resources to fund your goals Determine the balance of risk/return that is right for you Review and discuss your plan Implement your action items Tax Planning Tax planning is the analysis of your financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in the most tax-efficient manner possible. We can work closely with your accounting professional or recommend one of our trusted partners. Tax-exempt investments Tax-deferred investments Tax-loss harvesting Charitable giving Gift planning Estate Planning Preparing for the future of your loved ones is an important process that requires thorough and thoughtful consideration. Planning for the distribution of your estate is a sensitive matter, and with proper planning, you can be assured that your wishes will be honored. We can work with your existing attorney or recommend an experienced professional from our network. Establish a living trust to avoid probate Prepare a proper will Name a power of attorney Healthcare directives Investment Management With a thorough understanding of your specific situation, we will implement an investment strategy designed to work with your financial plan. We have a team of experienced, credentialed portfolio managers in-house offering a variety of strategies to meet the unique needs of each client. Fundamental Investment Strategies Tactical Investment Models Traditional Long-Term Allocation Models Individual Stock Portfolio Options Overlay Strategies Individual Bond Ladders

Address: 2 Trans Am Plaza Dr., Suite 200 Oakbrook Terrace, IL 60181 USA

Phone: +1 888 354 8499
FAX: +1 630 376 6886