TIA Related Professional Links

Professional Links

		Dr. Tiemann serves as an Investment Committee Member for the Savant Group and provides investment management services for select Savant clients.

Singer Burke & Company LLP Certified Public Accountants		Dr. Tiemann provides investment management services for select Singer Burke & Company clients.

		Dr. Tiemann served as Chief Investment Strategist for MyVest Corporation from its inception in 2001 through to profitability. He is credited with being the developer of the MyVest Strategic Portfolio System, an automated portfolio management system based upon Dr. Tiemann's methodologies.

		Dr. Tiemann provides expert consulting services relating to investment management practices and methods.

FARFE		Foundation for Advancement of Research in Financial Economics: A foundation established to recognize and reward excellence in financial research in honor of Professor Steve Ross, a legendary academic professor and advisor to a generation of Finance Ph.D's from University of Pennsylvania, Yale and MIT.

		NASD Forms Economic Advisory Board for Rule Modernization Initiative: Washington, D.C.— NASD (now FINRA) appointed an Economic Advisory Board (EAB) to advise staff on its rule modernization initiative. The EAB will provide advice and guidance on NASD rules that may need to be revised and on ways that NASD can maximize the benefits of its regulation while minimizing its costs. The initial rule modernization undertaking was announced in Notice to Members 01-35. Organized by James Nuzzo, managing partner at The Colchester Group, the EAB is composed of economists and other experts on securities regulation and its impact on the industry and investors. (Dr. Tiemann is among those named to the EAB.)

		As a Member of the Board of Directors and Treasurer, Dr. Tiemann supports the work of this 501c3 organization serving the needs of students at the five secondary schools in the Palo Alto Unified School District, at Menlo-Atherton High School and Redwood High School in the Sequoia Union High School District, as well as La Entrada Middle School and In Menlo Park. ACS provides these schools with on-campus counseling programs, after-school counseling services, adolescent substance abuse treatment programs and community eduction. Over the past 34 years, ACS has helped over 30,000 teens and their families find their way through and beyond the challenging adolescent years.

		Financial Industry Regulatory Authority: FINRA Press Releases

		Yale School of Management Doctoral Program, Alumni List



Prior Publications, Articles and Appearances

AdvisorOne		The Power of Data Aggregation: Dr. Jonathan Tiemann, founder and president of Tiemann Investment Advisors, and Matthew Radgowski, vice president of Wilshire Associates joined Clipper for a webcast on Tuesday, November 16, 2010 to discuss trends in how advisors are using data aggregation to help grow assets under advisement.

		Maximizing AUM Growth Using Next Generation Account Aggregation Solutions. Citi Investment Advisor service's webinar invite form for the Global Transaction Services and Investment Advisor magazine February 16th webinar.

		In an American Institute of Certified Public Auditors (AICPA) article entitled "The Subprime Loan Crisis: Auditors Beware," Dr. Tiemann's note, "A Pyramid of Little Crumbs" is referenced as the source of material cited (footnote 3).

		David Olinger and Aldo Svaldi of the Denver Post interviewed and quoted Dr. Tiemann in "Origins & Consequences," an article about the subprime lending crisis.

		Forbes.com, "Plan Well, Retire Richer" by John H. Christy and Susan Kitchens, dated 02.05.01

WellsFargoNikko		WellsFargoNikko "Global Currents: "Key Lesson from 1994: Don't Underestimate the Value of Rick Control" by Jonathan Tiemann, Chief Strategist for WFNIA's Index Strategies Group, March 1995 (continued on pages two, three, four, and five).

		Case Studies by Jonathan Tiemann available through Harvard Business Online.

		"Exact Arbitrage Pricing and the Minimum-Variance Frontier," by Jonathan Tiemann, reprinted in the Stephen A. Ross, Mentor: Influence through Generations" (2009) and available through FARFE.org and McGraw-Hill Irwin.

		Positively Weighted Minimum-Variance Portfolios and the Structure of Asset Expected Returns, by Michael J. Best and Robert R. Grauer, 1992. Recognition provided within this note by the authors, for being "particularly grateful to JFQA referee Jonathan Tiemann for a most insightful review."

		"Teaching Notes," on various subjects by Jonathan Tiemann, Harvard Business School, reprinted by McGraw Hill and available through Primis Online.

		"Exact Arbitrage Pricing and the Minimum-Variance Frontier," by Jonathan Tiemann, Journal of Finance, 1988, vol. 43, issue 2, pages 327-38, available through EconPapers.



More Links

		The SEC adopted amendments to the custody and recordkeeping rules under the Investment Advisers Act of 1940 to provide additional safeguards when a registered adviser has custody of client funds or securities. These rules take effect on March 12, 2010. For more information, see TIA News & Notices.

		For interesting information and analysis pertaining to the costs of providing retirement benefits, see pensioncube.com, a site we like, and the Pensioncube discussion, “The Search for Cheaper Benefits: Defined Benefit vs. Defined Contribution.”

		"Financial Management: Theory and Practice," by Eugene F. Brigham and Michael C. Ehrhardt, Twelfth Edition, copyright 2008, includes Jonathan Tiemann of Wells Fargo Nikko Investment Advisors in the Acknowledgements.

		"Intermediate Financial Management," by Eugene F. Brigham and Philip R. Daves, Tenth Edition, copyright 2007, 2010, includes Jonathan Tiemann of Wells Fargo Nikko Investment Advisors in the Acknowledgements.

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.