Timothy Kneen

Timothy B. Kneen

Chief Investment Officer at IFM Capital Advisors LLC

Location:
5299 DTC Blvd. #1350, Englewood, Colorado, United States
HQ Phone:
(720) 550-5551

General Information

Experience

Director  - UBS Inc

Education

undergraduate degree  - University of Denver

Affiliations

Chief Investment Officer  - IFAM Capital LLC

Recent News  

IFM's Chief Investment Officers, Clayton Hartman and Timothy Kneen review the Capital Markets' performance for the 2nd quarter 2014.
IFM's Chief Investment Officers, Clayton Hartman and Timothy Kneen review the Capital Markets' performance for the 1st quarter 2014. IFM Co-founder and Chief Investment Officer, Timothy Kneen reviews the Capital Markets' performance in 2013.

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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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Timothy Kneen, who left UBS Wealth Management Americas this year to form IFM Capital Advisers, a Focus Financial partner, said that the offerings he found in the independent arena were cheaper in some cases and competitive for his institutional clientele, which includes endowments, foundations and hospitals.
"I can search the planet for where the client's best rate would be," said Mr. Kneen, whose team of two managed about $1 billion at UBS.

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