Tim Vanech | Investment Consultant

My Mission

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Tim Vanech

My mission is to provide clients with personalized investment and planning strategies that will last. I enjoy getting to know my clients well and providing them my best thinking and advice in terms that make sense to them — that put the probabilities for success in their favor.

I have adopted the sea turtle as the emblem for my practice because I want people to consider measuring their progress over long spans of time — like a sea turtle would. Also, there is an element of instinct employed by a sea turtle navigating the oceans of the globe, and that same type of "feel" is involved with talking to people about their hopes and fears and to customizing strategies that address them. Rarely do I see that “feel” in the financial services industry, that combination of knowing people and understanding the markets as well as being able to identify the value that various professionals need to provide in coordinating care for the client. I strive to deliver that quality of advice.

I once read a description of sea turtles as “ancient and gentle navigators”, and that is the spirit in which I want to work with people — over decades. Others might view my approach as impractical, rare because it is difficult to scale. My way may be endangered, but I believe in it. I'm committed to the processes and services I've developed, which I hope you will read about on this site. I look forward to hearing from you.

AIG Financial Advisors President and CEO James R. Cannon acknowledges the success of Tim Vanech at the AIGFA National Education Conference, Phoenix, Arizona, May 16-19, 2007.
Watch the video (Windows Media, 1.94MB)
In the Winter 2008 Issue of Vanech's View:
Reprint of Tim's Letter to the Editor of Barron's Magazine
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