Investment Management

Investment Management

How you invest and manage your assets has enormous influence on your future. You need an advisor you can trust to make objective decisions loyal to you, your goals and nothing else. Tiedemann Constantia is that advisor.

Some firms have internal products and commissions that factor into their advice. At Tiedemann Constantia, our services are strictly fee-based and focused on you.

In addition to our own international investment team, our clients benefit from top third-party managers around the world who have specific experience and opportunities that other firms may be unable to access.

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Partners, employees and director funds have invested over $490 million USD of their own money alongside our clients from the two firms. (as of 07/2019)
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Our team combines experience from top-tier investments firms in Europe and the U.S.
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Our Firm is guided by a world-class External Investment Committee.

Our Process

Risk Management

Analyzing investment decisions with a combination of risk measurement tools, including our own and those created by third parties. Continually monitoring managers for performance and changes that may affect client portfolios.

Diversification

Using third-party managers to diversify portfolios across risk factors, geographies and asset classes.

Valuation Focus

Positioning portfolios for returns, with proprietary tools that monitor valuations in asset classes across geographies and sectors.

Liquidity Management

Planning for unexpected cash or liquidity needs to access funds in an effort to avoid selling off assets at inopportune times.

Impact Investing

Helping you align your investments with your values across asset classes and taking into consideration your asset levels.

Direct & Co‑investments

Through our client network and strategic partnerships, we are able to offer preferential access to private investment opportunities.

Comprehensive Reporting

Providing a full picture of your wealth plan, from real estate to private equity and other assets, with leading technology and a private portal you can access anytime.