About Tiemann Investment Advisors, LLC
Dr. Tiemann launched Tiemann Investment Advisors, LLC in Palo Alto in 2002 to serve the specific, individual needs of discerning high net worth investors. After serving on the institutional money management side for over a decadeÑmanaging huge pension funds and private endowmentsÑDr. Tiemann was drawn into the world of private investment management when he witnessed first hand the dubious services being pitched by brokers and salespeople essentially masquerading as investment advisors. He felt that high net worth individuals deserved to have the best investment expertise availableÑyet what he saw was that they got all sales and almost no "expertise." He decided this should change.
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. Even the lower dollar amounts posed their own set of constraints and issues that required being accounted for in a diversified portfolio structure.
Dr. Tiemann began directly managing individual investments in 2001. He incorporated Tiemann Investment Advisors, LLC in 2002 and began operating out of a small office on University Avenue in Palo Alto, California. In 2004, TIA moved to larger offices in Menlo Park but maintains its strategic choice to concentrate on providing its expertise-centric services to a discerning few. TIA has no commissioned sales reps or other client service intermediaries. All TIA clients deal directly with Dr. Tiemann, get his expertise applied directly to their personal accounts. When TIA clients have a question, they pick up the phone or stop by the office and talk to Dr. Tiemann directly. TIA does not represent any financial "products" nor does the firm provide investment banking services to any corporations. TIA directly serves the investment needs of select individuals and families throughout the U.S.
The TIA Difference
Dr. Tiemann personally meets with every client, 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 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 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. To learn more about TIA's founding and strategy, click here.
We know investment management, we know your portfolio and we know you. This is the TIA difference.
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Jonathan Tiemann, TIA’s founder, president and chief investment “guru,” has over twenty-five years of investment experience, which include nearly a decade in academia and more than fifteen 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.
Dr. Tiemann currently serves as Chief Investment Strategist for Personal Capital Corporation (formerly MyVest Corporation) and as an Investment Committee Member for the Savant Group. He is considered a leading designer and developer of techniques for customized portfolio management for individuals and organizations. MyVest is commericializing technology designed around many of the investment concepts, methods and analyses Dr. Tiemann has developed in his years of professional practice. Dr. Tiemann has spoken and written extensively in the area of investment management, and serves on the Economic Advisory Board of the Financial Industry Regulatory Authority (FINRA, formerly, the National Association of Securities Dealers (NASD), an organization that regulates broker-dealers). [Download a CV] [Download a Bio]
