Tiemann Investment Advisors, LLC

Tiemann Investment Advisors serves individuals and families — including high‑net‑worth clients and related entities such as IRAs and trusts — providing discretionary portfolio management, portfolio consulting, and a suite of services directed to other investment professionals. The firm also offers model development, portfolio analysis, transition management, and occasional expert‑witness or consulting engagements for third‑party advisors under separate agreements.

TIA’s investment process is grounded in Modern Portfolio Theory and quantitative market models, using individual securities for larger allocations and pooled vehicles (ETFs, mutual funds) where they are more cost‑effective. Portfolios are customized to each client’s circumstances — occupation, geography, existing holdings, and social or restricted preferences — with explicit tax‑management considerations and ongoing monitoring (weekly oversight and detailed quarterly reviews).

Distinctive aspects disclosed in the brochure include its regular, written client reporting (quarterly reports with market reviews, graphical presentations, and transaction ledgers) that function as a periodical. The firm is a closely held adviser that discloses an affiliation with an exempt‑reporting adviser controlled by one of the owners (and a firm principal serving in a financial officer role for that affiliate), and it routinely works with outside advisors via separate subadvisory arrangements — relationships that are less common among comparable supported firms.