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Tim Courtney
Stratège de marché chez
Savant Capital LLC (Illinois)
Profil
Mr. Timothy M.
Courtney is a Senior Investment Strategist & Client Advisor at Savant Capital LLC (Illinois).
He is focused on investment strategy and portfolio construction.
Mr. Courtney previously served as Chief Investment Officer of Exencial, where he chaired the investment committee and helped guide the firm’s investment strategy.
He worked closely with individuals, families, and organizations to develop customized investment approaches that align with long-term goals, tax planning considerations, and retirement planning needs.
Before joining Exencial, he worked at Fidelity Investments in Dallas, Texas, where he supported clients with investment and market guidance.
He holds a bachelor’s degree in business administration from Oklahoma State University in Stillwater.
He is a Certified Investment Management Analyst (CIMA).
Postes actifs de Tim Courtney
| Sociétés | Poste | Début |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Stratège de marché | 01/04/2026 |
Anciens postes connus de Tim Courtney
| Sociétés | Poste | Fin |
|---|---|---|
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial is a value investor which builds customized portfolios with individual stocks and bonds, mutual funds or ETFs. The firm employs fundamental analysis to evaluate an investment’s price, its expected income and returns, and applicable risks by analyzing the current market prices and/or expected return for broad asset classes such as bonds, real estate and stocks. The figures for each asset class are then compared to the figures of other asset classes. | Directeur en chef des Investissements | 01/04/2026 |
Burns Wealth Management, Inc.
 Burns Wealth Management, Inc. Investment ManagersFinance Exencial Wealth Advisors primary method of analysis is a fundamental analysis of an investments price, its expected income and returns, and applicable risks. The firm employs a value invest approach that focuses on buying assets at what appear to be relatively attractive values which are expected to provide higher expected returns over time. They employ an asset allocation strategy in managing their clients' assets allocating among the following asset classes: Fixed Income/Alternative Investment Component, Equity Component and Cash. This allocation may be also be implemented using individual equities or bonds, ETFs, mutual funds and annuity sub-accounts and other diversified investment strategies. The fixed income/alternative component is conservatively invested and is often used to provide cash to clients when they need to take withdrawals from their accounts. The firm strives to manage fixed income investments with the goal of achieving a return equal to or greater than inflation. Investments may include high-quality government bonds and corporate bonds, certificates of deposit, foreign bonds, preferred stocks, bank loans, lower quality bonds, real estate, and income investment strategies, among others. | Directeur en chef des Investissements | 26/04/2012 |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Corporate Officer/Principal | - |
Formation de Tim Courtney
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Oklahoma State University
 Oklahoma State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
Burns Wealth Management, Inc.
Burns Wealth Management, Inc. Investment ManagersFinance Exencial Wealth Advisors primary method of analysis is a fundamental analysis of an investments price, its expected income and returns, and applicable risks. The firm employs a value invest approach that focuses on buying assets at what appear to be relatively attractive values which are expected to provide higher expected returns over time. They employ an asset allocation strategy in managing their clients' assets allocating among the following asset classes: Fixed Income/Alternative Investment Component, Equity Component and Cash. This allocation may be also be implemented using individual equities or bonds, ETFs, mutual funds and annuity sub-accounts and other diversified investment strategies. The fixed income/alternative component is conservatively invested and is often used to provide cash to clients when they need to take withdrawals from their accounts. The firm strives to manage fixed income investments with the goal of achieving a return equal to or greater than inflation. Investments may include high-quality government bonds and corporate bonds, certificates of deposit, foreign bonds, preferred stocks, bank loans, lower quality bonds, real estate, and income investment strategies, among others. | Finance |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial is a value investor which builds customized portfolios with individual stocks and bonds, mutual funds or ETFs. The firm employs fundamental analysis to evaluate an investment’s price, its expected income and returns, and applicable risks by analyzing the current market prices and/or expected return for broad asset classes such as bonds, real estate and stocks. The figures for each asset class are then compared to the figures of other asset classes. | Finance |
