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Timothy M

Series 66

Downers Grove, IL

Capital Analysts

Timothy Mc Govern is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. He has worked at Lincoln Investment, J. McGovern & Associates, Hiscox, and Inmagine/123RF. Outside of his advisory role, he manages a rental property in Chicago. Capital Analysts serves both retail and institutional clients, offering portfolio management and retirement-plan advice through a nationwide network of advisors and an in-house investment management team that employs a proprietary mutual-fund screening process.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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James M

CFP®, Series 63

Downers Grove, IL

Capital Analysts

James Mcgovern is a CFP® with 41 years of industry experience, currently affiliated with Capital Analysts. He has worked at Lincoln Investment since 2012 and previously spent 14 years with Cincinnati Analysts, Inc. Outside of his advisory role, he owns J.McGovern and Associates, a fixed insurance sales business. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a network of independent advisors and managed programs, employing a proprietary mutual fund screening process and both discretionary and non-discretionary investment options.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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