Financial Frustration? Are you frustrated with your "Financial Advisor" who charges you a fee to allocate your money into 3rd party funds, where you pay additional management fees?

Not getting exactly the portfolio diversification or the tax management you need because of the types of funds you are in?

Or perhaps you have been managing your own portfolio for a while but wish to have an expert take a look to make sure you haven't overlooked some crucial element? We invite you to come speak with Dr. Tiemann and experience the pleasure of dealing directly with an investment expert. To schedule a free meeting with Dr. Tiemann, call (650) 566-0200 or email him at jonathan@tiemann.net.

Learn more about TIA's Investment approach here

Current Financial News: See Yahoo Finance . . . .

You deserve to have true investment expertise on your side, helping you safeguard the rewards of your hard work and making your wealth work for you

Serving High Net Worth Individuals, Families & Entities with a Superior Investment Service

Tiemann Investment Advisors primarily serves the investment management needs of discerning high net worth Individuals and their families. Our investment expertise is virtually unparalleled within the industry, with experience handling all asset classes and types of securities. We believe that those with large, highly complex portfolios, and/or highly complex taxation issues or account structures will benefit the most from the experience, knowledge and capabilities we possess. We provide expert investment advice, customized quantitative portfolios, and individual tax management with an eye towards maximized after-tax outcomes. We work with you on your investment plan, much the way you might work with a carefully selected architect to build the home of your dreams. We don't merely plug your portfolio with third-party funds or sell off-the-shelf investment products that pay us commissions. We don't hype the latest investment fads or pick stocks. We strive to provide the best portfolio for you and your needs and we actively manage it to maximize your after-tax return—so that you have what you need for your family, your aspirations and the organizations that you support.

Our clients are primarily technology entrepreneurs, entertainment industry artists and producers, finance professionals, industry executives and business owners. These individuals tend to value their time and peace of mind and wisely prefer to devote their energies to their careers, families, leisure pursuits and private charitable causes. While successful and talented in their own right, these individuals all recognize the value of having a trusted, dedicated investment expert applying sound judgment, honed skills and professional discipline to the management of their portfolios--so they don't have to worry about it at any time of the day or night. And when they do have a question or a concern, they have an expert that they can reach.

TIA also supports the investment management needs of non-profits, foundations, endowments and smaller institutions seeking individualized and expert investment management services. Dr. Tiemann has experience with the investment management issues of such groups from both sides of the process—both as a client for such services as well as a provider of services—and understands the various issues that need to be addressed, including the revenue/cash management elements, conservative investment guidelines, transparency concerns and the need for regular reporting to Investment Committees, Boards of Directors and various other constituencies. TIA is able to provide these clients with an array of related expert financial and financing advice, including matters pertaining to bond issuances, fiduciary responsibilities, equity structures and more.

Serving Professionals Who Serve High Net Worth Individuals

TIA also serves professionals in firms who have trusted, direct and often long-term service relationships with successful individuals or entities, where they provide legal, business management, accounting or other investment services. TIA is able to provide its customized, high-quality investment management services to the end client, working behind the scenes or through the existing professional relationship. Especially in cases where a professional currently allocates client assets into third-party funds, clients may have assets of sufficient size to merit the savings and tax management benefits that could be realized through separate treatment for its equity portfolio but not its bond portfolio. TIA is able to provide its high level of investment expertise to discrete portions of allocated portfolios. TIA does not provide or aspire to provide legal, accounting, tax filing, business management, banking, lending, brokerage or insurance services. So, if you have a client that you think would be well served with cost-effective separate account investment management expertise for some portion of their portfolio, please contact us to learn how you can work in conjunction with TIA.

An example of a professional service group that TIA works with to assist with providing investment management services for select clients is Singer Burke & Company, based in Encino, California. TIA is not directly affiliated with any professional service providers and does not even provide recommendations for legal, accounting, insurance, brokerage or other business services. We just do investment management and we do it extremely well. Let TIA help you provide your clients with the gold standard in investment management today.

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