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There are many good reasons to contact us:Your current financial planner is very nice but, even so, you are charged about a percentage point for the help of having your funds allocated among a variety of other funds, each of which has one or more layers of fees from their fund management costs. You estimate that you are probably paying 3 to 4% in ongoing investment management fees, not counting special withdrawals or commissions. Your money is allocated to a number of what you believe are excellent mutual funds but the value of your assets is such that it seems like you could be leveraging your investments more, if you could apply some of your investment losses against some of your current income. You would like to find a way to realize portfolio losses but the structure that you are using makes that very tricky. You have been very scared about the market for a few years now and have mostly kept your cash in low-risk instruments but, with the positive changes going on in the current ecomony, you are finally ready to let your money go to work in the economy and participate in the recovery. You don't want to turn over your funds to any individual (like with Bernie Madoff) but you do want an expert to help structure the right portfolio for you and have the ability to direct the investment of your assets in a way that you can always see what is going on in your account without needing to worry about your money. You are heavily exposed to a particular industry risk through your business and want to make sure that, should your industry suffer a downturn, that your portfolio won't also suffer at the same time. Basically, you feel you need an investment portfolio that is unique to your situation, because you have some unique needs and particular market exposures and mutual funds just don't do it. You want real investment expertise. You are ready to have someone very smart manage your assets and answer all of your many questions with solid, well-founded answers that are clearly the result of serious academic knowledge and years of professional experience, You don't want to be talking to someone who is always trying to sell you products or get you to try this fund or that. You want an expert whose interests are aligned with yours. There are many ways to contact us:
If you would like to schedule a time for Dr. TIemann to meet with you in your US city, please email us at info@tiemann.net. We know investment management, we know your portfolio and we know you. This is the TIA difference. |
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