Timberland Investment Resources, LLC

Timberland Investment Resources, LLC, established in 2003, specializes in Timberland Investment Management, focusing on buying, selling, and managing timberland properties for client portfolios. The firm offers discretionary investment advisory services to institutional investors like pension and profit-sharing plans, trusts, and charitable organizations. As of 12/31/2024, the firm manages $2,005,963,177 in assets for 14 accounts on a discretionary basis. Timberland Investment Resources tailors investment portfolios to fit client objectives and guidelines. The firm charges fees based on assets under management and/or invested capital, with negotiable rates within market ranges. Fees are typically billed quarterly and deducted from client accounts with prior consent. Performance fees may apply based on excess cash flows. The firm employs a queuing system for investment allocation to ensure fair treatment of clients. Investment strategies are value-oriented, seeking inefficiencies in timberland markets for competitive risk-adjusted returns. Risk of loss includes systemic and manager-level risks, managed through proactive portfolio management. The firm has no disciplinary history and owns TIR Europe, targeting European institutional investors. Timberland Investment Resources operates under a Code of Ethics, ensuring fiduciary responsibilities and client privacy. The firm has a Business Continuity Plan for disaster recovery and maintains an information security program to protect client information. Clients receive quarterly reports and account statements, with discretionary authority granted for asset management.