Tiedemann was founded to provide a new approach to the management of personal wealth, foundation/endowment assets and trust assets. At its core, this approach is truly objective multi-manager investing with exceptional due diligence, insightful market strategy and sophisticated portfolio construction.

Our investment philosophy is founded upon 4 tenets:

1. Independent Advice – We invest client portfolios with well-researched, 3rd party managers in all asset classes, have no proprietary products and do not accept fees from outside sources.
2. Absolute Returns – We construct portfolios with the aim of preserving principal and achieving the highest risk-adjusted returns over the long-term through manager selection, asset allocation and diversification.
3. Access – We provide clients with a very broad set of best-of-breed investment options from traditional to alternative asset classes while also offering unique opportunities and direct investments.
4. Customization – We allocate portfolios and structure our service offering to meet the unique needs of each client.