Portfolio management of public securities through Charles Schwab & Fidelity is our core competence but we have expertise in many financial products that are commonly offered to the investing public
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Retirement Projections
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
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
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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