T2 Asset Management

Naperville, Illinois

Call (888) 354-8499 Visit website →

About

T2 Asset Management provides investment management and wealth planning services to individual investors from its Naperville, Illinois office. The firm operates on a fiduciary basis and charges clients a flat fee based on assets under management for advice on equities, fixed income, mutual funds, ETFs, and options. The firm's portfolio managers hold CFA credentials and work to align investment strategy with each client's financial plan, risk tolerance, and return objectives. T2 also offers tax planning and estate planning coordination services in partnership with accounting and legal professionals.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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