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This profile was last updated on 2/1/15  and contains information from public web pages and contributions from the ZoomInfo community.

Timothy B. Kneen

Wrong Timothy B. Kneen?

Chief Investment Officer

Local Address: Englewood, Colorado, United States
IFM Capital Advisors LLC
5299 DTC Blvd. #1350
Greenwood Village , Colorado 80111
United States

Company Description: At IFM, we help families work through all of these decisions and our methodology is quite different. While most financial advisors recommend buying an expensive...   more
Background

Employment History

20 Total References
Web References
News | IFM Capital Advisors
ifmcapital.com, 6 Feb 2014 [cached]
IFM's Chief Investment Officers, Clayton Hartman and Timothy Kneen review the Capital Markets' performance for the 2nd quarter 2014.
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IFM's Chief Investment Officers, Clayton Hartman and Timothy Kneen review the Capital Markets' performance for the 1st quarter 2014.
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IFM Co-founder and Chief Investment Officer, Timothy Kneen reviews the Capital Markets' performance in 2013.
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Such a high profile move will always attract attention, but when a team like Tim and Clayton's goes independent, it is particularly compelling.
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Former UBS advisers Timothy Kneen and Clayton Hartman, who managed about $1 billion in client assets, are launching an independent wealth management firm called IFM Capital Advisors, with offices in Denver, Fort Collins and Sioux Falls, S.D.
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Established by former UBS advisors Timothy Kneen and Clayton Hartman, who managed approximately $1 billion in client assets, IFM has been launched through Focus Connections, a program that helps wirehouse teams successfully transition their business and launch their own independent wealth management firm.
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Timothy Kneen speaks about investing in the Known Return in a rising rate environment and how investing in income during negative to zero return market environments can protect portfolio principal.
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Timothy Kneen spoke on the topic around IFM's "Known Return" philosophy. Tim discussed the necessity for institutions who require distributions to re-focus their investment policies around income oriented assets rather than just around Modern Portfolio Theory which never anticipated portfolio withdrawals and discussed the possible negative effects on investment principle.
APIC Officers and Directors
www.apicsb.com, 15 Nov 2007 [cached]
Timothy B. Kneen, CIMA, CG DirectorTerm Expires: 200810303 E. Dry Creek Rd., Suite 800Englewood, CO 80112tel: 303-925-9603 fax: 303-925-9696
APIC
www.apicsb.com, 2 Sept 2006 [cached]
Tim Kneen, CIMA, CG DirectorPresidentTerm Expires: 200810303 E. Dry Creek Rd., Suite 800Englewood, CO 80112tel: 303-925-9603 fax: 303-925-9696Email: timothy.b.kneen@smithbarney.com
- Timothy B. Kneen, Chief ...
ifmcapital.com, 13 Oct 2014 [cached]
- Timothy B. Kneen, Chief Investment Officer
A dynamic new firm.
The experience is still fresh in ...
www.financialadvisoriq.com, 22 May 2014 [cached]
The experience is still fresh in nonprofit board members' minds, says Timothy Kneen, cofounder of IFM Capital Advisors in Greenwood Village, Colo., with $1 billion in AUM.
"If you're a new advisor just starting to work with nonprofits, it's critical to get a board to endorse how you're trying to reduce portfolio risks while maximizing returns to support their operations," Kneen says. "Then, you've got to keep educating them so they don't flip-flop between strategies as market conditions change."
He suggests advisors new to the field earn the Certified Investment Management Analyst designation, offered through the Investment Management Consultants Association. Unlike the Certified Financial Planner and Chartered Financial Analyst programs, CIMA coursework includes a "crucial grounding" in the basics of investing for nonprofits, according to Kneen.
UBS's Sanchez says working with nonprofits requires more than just looking at an organization's bottom line. "You need to give a lot of yourself in order to gain significant business in this type of a niche," he says.
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