Tiedemann provides proactive, unbiased investment advice customized to meet the individual needs of our clients. Using a well-defined, disciplined research and investment process, we construct portfolios aimed at preserving capital while seeking to achieve optimal returns.

Our investment philosophy is founded on the following core tenets:

1. Objective, Unbiased Advice – We operate only in the best interests of clients. We do not offer proprietary products to our clients nor accept fees from third parties. We seek transparency from our managers and in turn make our processes and portfolios as transparent as possible for our clients.
2. Focus on Compounding Returns – We construct portfolios aimed at preserving principal and achieving the highest risk-adjusted after-tax returns over the long term through manager selection, asset allocation and diversification. Our investment process includes specific steps to maximize performance and protect portfolios from anticipated market weaknesses.
3. Manager Access – We use our deep network within the investment community to identify and access superior managers across a wide array of asset classes around the globe. Either directly or through a pooling of assets, clients gain access to managers whom otherwise would be unavailable to them.
4. Core/Tactical Approach – We execute our thematic views by investing with a core of thoroughly vetted investment managers and supplementing those positions with tactical direct investments aimed at enhancing the liquidity and adaptability of portfolios.
5. Customization – We construct portfolios according to the specific investment objectives, return expectations, liquidity parameters, tax constraints and risk tolerances of each client.