Investment Management

Choosing the right firm to manage your assets is one of the most important decisions you can make. Tiedemann Advisors offers unbiased, transparent guidance based only on what’s best for you.

The Tiedemann approach to investment management

We are strictly fee-based and client-focused. We do not have any internal products and we have no personal incentive to select one solution over another. Our investment programs are objective, flexible and aligned with your goals and values, with no preference for active versus passive investments or specific vehicles.

Our investment management group uncovers unique opportunities for you through a rigorous process by diligently selecting, analyzing and monitoring third-party managers that invest globally across all asset classes. Due to our size and position in the industry, we are often able to provide access for our clients to top niche managers unavailable elsewhere.

Our process is proven and disciplined, with a constant focus on the goals and outcomes that matter most to you.

Risk Management

We view risk from multiple angles. We are forward-looking and focused on avoiding permanent loss of capital. We continually analyze allocation decisions using our own risk measurement tools, as well as third-party risk-monitoring and exposure-reporting systems. Additionally, we keep an active dialogue with managers and continually monitor them for performance, turnover of personnel, changes in ownership or deviation from strategy.

Diversification

We diversify portfolios thoughtfully across risk factors, geographies and asset classes, including private equity, real estate and other assets through highly-experienced third-party managers.

Valuation Focus

Our team uses proprietary tools to monitor valuations in each major asset class across dozens of geographies and sectors, and to position portfolios where they will have the best return.

Liquidity Management

In building portfolios, we take into account the need to access funds for unexpected expenses and thereby avoiding forced selling of assets at inopportune times.

Impact Investing

We offer robust impact investing services that are a powerful way to align values with investments and can be delivered across all asset classes and with investors from all asset levels.

Learn more about our Impact Investing service Arrow

Comprehensive Reporting

We incorporate, report on and monitor our clients’ existing holdings in real estate, private equity and other assets when making allocation and investment decisions so that our investment choices work in concert with your overall wealth plan.

We are true partners — bringing our best and sharing in success.

Benefits

  • $14 billion under management*, allowing us to remain nimble to invest in unique opportunities but also to negotiate better terms when needed
  • Alignment of interest – we invest $400M** of our own money alongside our clients.
  • Investment decisions are fully integrated with overall multi-generational wealth plan
  • Team with experience from top-tier investment firms, endowments and hedge funds
  • World-class External Investment Committee

* Assets under management include investment assets that Tiedemann manages as of July 2018.
** Includes partner/employee/director funds invested alongside clients as of July 2018

Invest in partnership.

We value performance and deliver peace of mind.

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