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 03/31/17. The fund's latest filing disclosed 108MM in positions, representing 57% of the manager's regulatory AUM.

TIEMANN INVESTMENT StockAlpha

-1.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TIEMANN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.93% Tech 9.11% 0.18% 0 40%
AGG 3.82% ETF 0.82% 0.02% 0 6%
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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

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 ...
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TIEMANN INVESTMENT Portfolio Concentration

TIEMANN INVESTMENT Location

750 MENLO AVENUE
SUITE 300
MENLO PARK, California
UNITED STATES, 94025

TIEMANN INVESTMENT Contact Information

Phone Number: 650-566-0200
Fax Number: 844-825-8701
Website:

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