T2 Asset Management

CONNECT

Address:

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

Phone:

888-354-8499

Fax/Other:

630-376-6886

Jim Oswald, CFA

Jim Oswald, CFA

Senior Financial Advisor

Prior to joining T2 Asset Management, Jim held various positions as a trader, portfolio manager and strategist responsible for managing billions of dollars for institutional clients. With over 20 years of professional experience, he brings a strong understanding of investment management.

Jim received his bachelor's degree in Commerce from DePaul University. He is a Chartered Financial Analyst and a member of CFA Insitute as well as CFA Society of Chicago.

 


 

WHAT I DO FOR CLIENTS

I help my clients to understand their options, structure a financial plan to meet their needs, and implement and continuously manage the most cost effective plan throughout their life.  I provide qualified, unbiased, advice and investment management that is always in the best interest of my client.

For over twenty years I have managed and over seen many types of investment strategies.  This experience has prepared me to be my client’s portfolio manager and financial coach helping my clients achieve their goals.

 

  • Retirement planning
  • 401(k) & IRAs
  • College planning
  • Estate planning
  • Income tax reduction strategies
  • Social security strategies
  • Real estate
  • Insurance and annuities

 

Phone 888-354-8499 x 703
Fax 630-376-6886