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. Many Broker Dealer advisors are required to prove only that an investment was "suitable" at the time of purchase, thus providing a lower standard of client care.

Investment Philosophy

Our philosophy is based on rigorous empirical and theoretical research, we seek to add value through portfolio design and implementation. We acknowledge that mis-pricings can occur but not in predictable patterns that can lead to consistent out performance. We believe in efficient markets, and that in liquid markets, prices reflect all available information and expectations.

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 are continually amazed when prospective clients report never having received this service or analysis of the performance of their account versus the respective benchmarks.

Our Client Benefits

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Retirement Projections

We collaborate with our clients to establish future assumptions on returns, taxes, savings and distribution rates. These simulations give a probability of success using Monte Carlo simulations. This is most helpful with deciding how much investors should prudently withdraw from your assets in retirement and also helps with how much to save for retirement.

Multiple Account Aggregation

The single most important investment decision investors will make is their ratio of EQUITIES to FIXED income. We create total allocation reports that include all your bank accounts, insurance policies, mutual funds accounts, real estate holdings, 401k's, stock options, and pensions. This helps with re-balancing and timing decisions.

401k Fiduciary Services

Thielen Capital works with business owners who offer retirement plans to their employees. We help these plan sponsors review the investments periodically to fulfil their and our fiduciary responsibility. We pride ourselves on proactive services to the employees that include in person meetings, discussions over the phone, and custom You Tube videos.

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