Your Partner in Navigating Financial Markets for Decades to Come
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The Fiduciary Difference
The Fiduciary Difference
Thielen Capital is a Registered Investment Advisory firm which is required to follow the highest standard in law known as the "trust" standard. This requires that we place the client's interests ahead of our own. Most other advisors are required to prove only that an investment was "suitable" at the time of purchase which is a lower threshold. Also the only money we recieve is the fee negotiated with the client.
Investment Philosophy
Investment Philosophy
Our philosophy is based on rigorous empirical and theoretical research, we seek to add value through portfolio design and implementation. We believe in efficient markets but are not naive to actively managed funds as many of our clients insist on them so we have become very familiar with many of the available in the marketplace.
Performance Reporting
Performance Reporting
We provide our clients with "on demand" and quarterly performance reports. These reports reflect the total account performance as well as the performance of each individual investment in the portfolio.
We help clients decide where on this chart below they need to be to accomplish their goals.
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