Bob Wegner and Jonathan Tiemann form Transition Alliance

Bob Wegner and Jonathan Tiemann form Transition Alliance

We are very pleased to announce another exciting collaboration for Tiemann Investment Advisors (TIA).  Dr. Robert E.C. (Bob) Wegner, owner of Wegner Associates of Grapevine, Texas and Dr. Jonathan Tiemann of Tiemann Investment Advisors, LLC, Menlo Park, California, have agreed to a new strategic relationship.

Commencing April 2019, Bob Wegner and Jonathan Tiemann shall collaborate on assisting with the introduction and transition of Wegner Associates clients to Tiemann Investment Advisors.  Bob Wegner shall continue to provide advice and guidance for his client accounts through the process of providing an introduction to Dr. Tiemann and arranging for there to be a detailed discussion of Dr. Tiemann’s institutional-caliber investment management service with each client and enabling them to share their preferences for the ongoing strategic direction of their portfolios, following the transition of responsibility for the investment management for their account.

Through this new alliance, Bob Wegner has joined forces with Dr. Jonathan Tiemann to ensure that the highest level of investment services can be made available immediately to all Wegner clients both currently and for the foreseeable future. Dr. Tiemann has committed to taking the time to meet and get to know the clients and their personal preferences, and to thoroughly discuss any and all client questions about him and his investment approach to ensure that they can knowledgeably affirm their choice of Dr. Tiemann.  Dr. Tiemann and Dr. Wegner will then assist each client in completing an investment management agreement retaining TIA, providing a seamless transition for Dr. Wegner’s clients, so there is no disruption in provision of expert services. Because of the significance of this partnership, TIA, a Registered Investment Advisor (RIA), will be updating its Form ADV, Part 2 with the Securities and Exchange Commission, to reflect this new transition alliance.

Dr. Robert E.C. Wegner

Dr. Robert E.C. Wegner

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