TIEMANN INVESTMENT Overview
Tiemann Investment Advisors Llc is an investment advisor that manages 187.8 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/20. The fund's latest filing disclosed 161MM in positions, representing 86% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/20. The fund's latest filing disclosed 161MM in positions, representing 86% of the manager's regulatory AUM.
TIEMANN INVESTMENT StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TIEMANN INVESTMENT Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
AGG | 6.92% | ETF | -0.07% | -0.3% | 0 | 7% | ||
AAPL | 6.78% | Tech | 9.97% | 0% | 0 | 36% | ||
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TIEMANN INVESTMENT Founders and Key Employees
Name | Title | In Position Since |
---|
Jonathan Tiemann | President/Chief Compliance Officer | July-2002 |
Valerie A. Gardner | Member | June-2002 |
TIEMANN INVESTMENT Brokers, Custodians, Auditors and Administrators
Type | Company |
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TIEMANN INVESTMENT Investment Strategy
Item 8. Methods of analysis.
A. Methods of analysis and investment strategies.
TIA uses the quantitative tools of Modern Portfolio Theory to design and create portfolios seeking to address the unique risk profile of each client. The process begins with a profile, which includes the usual considerations of investment horizon and risk tolerance, but goes beyond these to include the client’s individual circumstances and holdings. These circumstances include the client’s occupation, earnings, asset holdings, geography, and portfolio restrictions stemming from social preferences, historical loyalties, or restricted holdings. TIA’s approach aims to achieve a portfolio design that complements, rather than redoubles, the risks already inherent in the client’s life. In many instances, these considerations lead to individualized choices of sector allocations for client portfolios.
TIA’s portfolio implementation generally uses a mix of individual securities and ...
Get the Full Report
A. Methods of analysis and investment strategies.
TIA uses the quantitative tools of Modern Portfolio Theory to design and create portfolios seeking to address the unique risk profile of each client. The process begins with a profile, which includes the usual considerations of investment horizon and risk tolerance, but goes beyond these to include the client’s individual circumstances and holdings. These circumstances include the client’s occupation, earnings, asset holdings, geography, and portfolio restrictions stemming from social preferences, historical loyalties, or restricted holdings. TIA’s approach aims to achieve a portfolio design that complements, rather than redoubles, the risks already inherent in the client’s life. In many instances, these considerations lead to individualized choices of sector allocations for client portfolios.
TIA’s portfolio implementation generally uses a mix of individual securities and ...
Get the Full Report
TIEMANN INVESTMENT Portfolio Concentration
TIEMANN INVESTMENT Location
750 MENLO AVENUE
SUITE 300
MENLO PARK, California
UNITED STATES, 94025
SUITE 300
MENLO PARK, California
UNITED STATES, 94025
TIEMANN INVESTMENT Contact Information
Phone Number: 650-566-0200
Fax Number: 844-825-8701
Website: http://www.tiemann.net
Fax Number: 844-825-8701
Website: http://www.tiemann.net
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