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An “Institutional Investor” means any:

  • bank, savings and loan association, insurance company or registered investment company;
  • investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions);
  • person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof;
  • employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans;
  • FINRA member or registered person of such a member; or
  • person acting solely on behalf of any such institutional investor.

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USAA Mutual Funds

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Joe Timmerman, CFA, CFP

Analyst

Joe Timmerman is a Portfolio Strategist for the VictoryShares and Solutions team. In his current role, he provides analytic support to the mutual fund and ETF product managers focusing on asset flows, product competitiveness, industry trends, and special projects. 

Mr. Timmerman joined USAA in March 2010. Prior to his current role, he worked as a Wealth Advisor, serving USAA members with financial planning and advice. 

Mr. Timmerman earned a Bachelor of Science in business administration from The Ohio State University. He holds the Chartered Financial Analyst® and Certified Financial Planner® designations as well as the FINRA Series 7 and 66 licenses. 

 

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