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Telemus Capital, LLC

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Telemus Capital, LLC

Overview:

Telemus Capital offers unmatched advisory services for high-net-worth investors. We focus on investment and wealth management solutions, guiding you and reviewing strategies from the entire range of investment opportunities. We build customized investment portfolios that align with your specific goals.
GLOBAL APPROACH
Telemus Capital provides discretionary, fee-based account management services. Our global approach offers you meaningful diversification beyond traditional equity and fixed income markets.
YOUR PERSONAL CFO
To assist with the prioritization of financial objectives, Telemus acts as your personal CFO; we determine which financial strategies best complement your goals. Though we often act as a family office, our team of advisors can also serve as a resource to an existing arrangement.
EXTERNAL COLLABORATION
As experienced wealth advisors, we collaborate with our clients’ attorneys, CPAs and insurance professionals. We want to ensure that activities such as investments, trusts and estate plans are coordinated to support the long-term interests of multiple generations.
PRIOR TO OUR FIRST INVESTMENT
At the outset of our relationship, Telemus begins with a comprehensive process that involves a thorough understanding of your goals. This initial review stage is the basis for developing a wealth management plan and/or an investment strategy. This stage involves several meetings between the relationship manager and you. It is completed prior to our first investment.

History:

Telemus was founded in 2005 as an independent, fee-based firm that offers comprehensive financial advisory, investment management and asset management solutions. Telemus was created with the belief that our clients deserve a more imaginative approach than what was available from traditional firms. Our founders shared a strong conviction that there was a better way to meet client needs.

Telemus became a partner firm of Focus Financial Partners (“Focus”) in 2013. Focus is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.

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