ABOUT US

Our Tisch Team

Robert R. Tisch, CIMA, CFP and ChFC Robert R. Tisch is President of Tisch Investment Advisory Incorporated (TIAI), which he founded in 1983. TIAI is a Registered Investment Advisor that manages hundreds of millions of dollars of personal, corporate, and retirement plan assets. The company also develops personal financial and estate plans for its clients. In 2004, 2005, and 2006, TIAI was named by Wealth Manager magazine (fka Bloomberg) among the top wealth management firms in the United States.

In association with several other professional managing partners, Robert created and currently manages more than 25 limited partnerships involving millions of dollars of residential and commercial real estate, and formed two limited liability companies to purchase and operate two assisted living facilities. He also participated and was instrumental in the origination of two offshore captive insurance companies.

Honors

Doctor of Business Administration (h.c.), Cleary University
The Founders Award, Dawn Farm
One of the Top Wealth Managers in the U.S., Bloomberg
Who's Who in Executives and Professionals
Who's Who in America

Education

Master of Science in Financial Services, The American College, Bryn Mawr
Bachelor of Arts, Economics, University of Michigan
Investment Management Analyst Certification, Wharton Business School, University of Pennsylvania

Certifications

Certified Investment Management Analyst
Certified Financial Planner
Chartered Financial Consultant
Charted Life Underwriter

Professional Associations

CFA Institute
Investment Management Consultants Association
Estate Planning Council
CFA Society of Detroit
Certified Financial Planner Board of Standards

Recent Articles and Professional Presentations

Commencement Address, Cleary University, 2005
Michigan Association of CPAs Presentations - 2002/2003/2005
"The Tisch Report," an investment and wealth management newsletter published by TIAI
Brochures and articles published by TIAI:
- Managing Defined Benefit Plans
- Addressing Investment Fiduciary Responsibility
- Funding the Pension Short Fall
- Understanding the 401(k) Plan
- Six Steps to Financial Success
- Modern Portfolio Theory: What Is It?
- Understanding Monte Carlo Simulation

Civic

Appointed in 1999 and reappointed in 2002 by the Governor of Michigan and approved by the State Senate as a member of the Children's Trust Fund Board as a Representative of the Public at Large
Executive Board Member, Great Sauk Council, Boy Scouts of America
Board Member, Alumni Advisory Council—Economics Department, University of Michigan
Past President, Washtenaw County Society of Financial Service Professionals
Past Chairman, Board of Trustees, Dawn Farm, Inc.
Past Director, Washtenaw County Red Cross
Past President, Ann Arbor Chamber Orchestra
Past Chair, Mott Children's Hospital Golf Classic
Past Treasurer, Michigan Theater Foundation
Past Trustee, Rotary Foundation
Graduate of the Chamber of Commerce's "Leadership Ann Arbor" program
Vietnam Veteran (USN)