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MARKET UPDATES: TIA's Current Market Review TIA NEWS: SEC Rulemaking News & Notices The Launch of the QE2 addresses the monetary side of the Government's response to the fiscal crisis that we are still feeling the effect of. Read Dr. Tiemann's current note to get a better understanding of what is going on with our money supply and interest rates. In The Borrower of Last Resort, Dr. Tiemann began this series by explaining the Government's fiscal response—namely its approach to taxation and public spending. Read these related notes to understand the ways that the Obama Stimulus plan reflects a careful reading of history and established economic theory. Click this link to access the note archive. Receive an advance copy of TIA's notes by clicking here. Current Financial News: See Yahoo Finance . . . . |
Leveraging TechnologyTiemann Investment Advisors was founded in 2002 in Palo Alto, California. TIA's first office on University Avenue had previously been leased by many other small, unknown start-ups, one of which was called Google. As a company born in the heart of Silicon Valley, TIA brings a more technological and innovative approach to solving the challenges of today's investors than most of its competition. TIA's more technical orientation—to look to state of the art technology to solve some of the most data-intensive and costly investment management tasks—is integral to how TIA does business, powering its innovative approaches to investment managment for individuals and enabling it to keep costs down. Unlike most traditional investment advisory firms, TIA has continually built and developed its specialized technological capabilities to better serve the specific needs of its clientele, bringing increasing efficiencies, flexibility and cost-effectiveness to the most complex of investment operations. Socially-Responsible Investing Because of its customizable portfolio construction capabilities, TIA is able to offer its clients highly sophisticated investment filters that readily accommodate a wide variety of personal preferences and requirements in clients' portfolios. Clients with an interest in socially-responsible investing may elect to opt out of specific companies or business sectors. TIA is able to apply an broad environmentally-sound "green" screen or create a "Do Not Hold" list of stocks that the investor wishes to keep out of their portfolio. TIA's quantitative yet flexible investment process formalizes these filters and systematically adjusts your portfolio to take into account whatever path you choose. In the process, we maintain your asset allocation and broad diversification, and only adjust your portfolio structure if your personal filter requires it. Please contact us to learn more about TIA's ability to manage your funds, endowments, and trusts based upon special investment criteria. TIA's Future Generations Portfolio™We know that you are not merely investing your money wisely so that you have what you need. We know that you are also investing for the benefit of the future generations of your family. Given what we know now about the impact of carbon dioxide and other emissions on our climate, many investors are beginning to believe that their children are going to be facing a very different world than the one we have known. TIA has been following what is likely to be the beginning of a major shift in thinking about the ways that business needs to be conducted and the probable costs to both business and society to reduce the harmful impacts of human activity on the planet. TIA has been focused on understanding and assessing this shift and believes that new investment criteria can be applied to distinguish those businesses that are being responsive to the emerging global needs versus those which are not adjusting well. TIA's Future Generations Portfolio™ will utilize multi-tier sustainability criteria to filter for equities ranked highest for various sustainability metrics to construct these long-term portfolios. If you are interested in having TIA manage a Future Generations Portfolio for your account, please let us know. More information about this specialized portfolio will be available soon.
We know investment management, we know your portfolio and we know you. This is the TIA difference. Tiemann Investment Advisors, LLC is a Registered Investment Advisor, registered with the Securities and Exchange Commission. Additional important information is available on TIA's Form ADV, Part II, which is available on request. |
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