DR. TIEMANN, FOUNDER OF TIEMANN INVESTMENT ADVISORS

Jonathan Tiemann, TIA’s founder, president and chief investment “guru,” has nearly 30 years of investment experience, which include nearly a decade in academia and almost twenty years managing money and designing investment services. He earned his B.S. in Applied Mathematics from Yale University, an M.S. in Operations Research from Stanford University, and his Ph.D. in Finance from Yale University.

Dr. Tiemann taught Finance at Harvard Business School for five years before leaving academia for Barclays Global Investors (formerly Wells Fargo Nikko Investment Advisors), where he became Chief Investment Strategist, responsible for nearly $200 billion in institutional assets. Dr. Tiemann has also served as President and Chief Investment Officer of BARRA RogersCasey Asset Services, and as Chief Investment Officer for AdvisorTech Corporation.

From 2001 to 2011, Dr. Tiemann served as Chief Investment Strategist and head of the Investment Committee for the MyVest Corporation and currently serves as an Investment Committee Member for the Savant Group. He is considered a leading designer and developer of innovative techniques for customized portfolio management for individuals and organizations. Dr. Tiemann has spoken and written extensively in the area of investment management, and served on the Economic Advisory Board of the Financial Industry Regulatory Authority (FINRA, formerly, the National Association of Securities Dealers (NASD) from 2005 through 2010, an organization that regulates broker-dealers). [Download a CV]  [Download a Bio]

ABOUT THE FOUNDING OF TIEMANN INVESTMENT ADVISORS, LLC

After serving on the institutional money management side for over a decade—managing investments for some of world's largest pension funds and private endowments—Dr. Tiemann was drawn into the world of private investment management when he saw the problems that were plaguing individual investors from the work of bad financial advisors in the post-bubble economy. He witnessed first hand the dubious "advice" pitched to clients by brokers and investment salespeople, posing as knowledgible investment advisors but who actually had little investment knowledge other than that needed to sell fund "products" for commissions to their clients. He felt that high net worth individuals deserved to have the best investment expertise available. Yet too often what he saw was that they got all sales talk and almost no expertise, all while paying fees that were too high. He founded TIA to address these problems in the market.

With a highly quantitative orientation and years of institutional money management experience, Dr. Tiemann first began to explore the specific issues associated with money management for individuals in 1999 and found that the issues of managing investments for individuals posed more complex problems than those associated with managing investments for institutions, even though the dollar amounts for institutions are substantially higher. He began a very thorough analysis of the finance literature and studied the academic research that existed and began to methodically develop his own unique approaches to addressing the complex challenges and constraints of managing portfolios for individuals.

Dr. Tiemann began directly managing individual investments in 2001. He incorporated Tiemann Investment Advisors, LLC in 2002 and began operating out of an office on University Avenue in Palo Alto, California. In 2004, TIA moved to larger offices in Menlo Park. Dr. Tiemann manages TIA full-time but also serves as advisor, consultant, or board member for a number of different organizations.

TIA'S DIFFERENT APPROACH TO MANAGING MONEY FOR INDIVIDUALS

Tiemann Investment Advisors provides a type of investment management service that is distinctive on many levels. TIA works to align its interests as much as possible with that of its clients. TIA provides each client with a unique portfolio design that reflects their own individual risk exposure and risk preferences. TIA manages each portfolio independently, reducing layers of fees when possible, minimizing trading costs and avoiding qualitative bias with Dr. Tiemann's proprietary Smart Indexing™ methodology, which is the quantitative approach developed by Dr. Tiemann applying institutional-caliber methods to individual portfolios. TIA's approach also enables cost-effective tax managment for each most portfolios, applying preferential tax treatment across even multiple accounts for each client. TIA's expertise spans most every asset class held by individuals and TIA can advise clients on aspects of their portfolios that are not standard debt or equity holdings. TIA's entire approach inverts the traditional model to put investment expertise at the center of the client relationship, providing clients with a truer investment advisory service at a cost that is less than what many pay to hold a mutual fund.

Dr. Tiemann personally works with every one of his clients, discusses their needs and preferences, and comes to understand the important issues surrounding their financial activities, their concerns and the status of their portfolio. When you meet or speak with him, you will get real answers to your hard questions. Then he helps to create the portfolio that will be the right one for you and it will be done in the most cost-effective and tax advantageous way to benefit you. You can call him. You can go see him. You can continue to discuss the matters that arise for you, your preferences and your changing financial needs. Dr. Tiemann is there to answer your questions, to bring you the service and relief that you deserve, and help make your wealth work for you--the right way.

We know investment management, we know your portfolio and we know you.  This is the TIA difference.