Telemus Capital
Telemus Capital is an independent, fee-based wealth management firm headquartered in Southfield, Michigan. The firm offers comprehensive financial advisory, investment management, and asset management services to high-net-worth and ultra-high-net-worth individuals, families, and institutional investors. Telemus Capital helps clients make smart decisions with their money, by providing objective, strategic advice and tactical guidance on important financial matters. In addition to financial planning, cash budgeting, tax advisory and wealth transfer planning, the firm offers advice and guidance on a variety of their financial decisions. In 2024, Telemus Capital was acquired by Kovitz Investment Group Partners, a registered investment adviser.
Associated People
2005 - present
2017 - present
2005 - present
2005 - present
2008 - present
2007 - 2013
2007 - 2009
ABOUT TELEMUS CAPITAL
Telemus Capital is an independent, fee-based wealth management firm that offers a brand new, more holistic outlook far beyond traditional investment management.
The firm offers holistic financial services offering a wide range of investment management solutions for varying needs.
The firm is based in Southfield, Michigan, with offices in Ann Arbor, Michigan, and Chicago, Illinois.
Telemus is among the most trusted and respected firms of its kind in the country, and has been featured in The Wall Street Journal, Forbes, Crain's Detroit Business, Barron's, Fox Business, and InvestmentNews.
TELEMUS SOLUTIONS
Financial Advisory.
Telemus provides objective strategic advice and tactical guidance on important financial matters, helping you prioritize goals and determining which strategies best compliment your personal financial objectives.
Asset & Liability Management.
The firm develops asset allocation strategies for the management of their assets through an open architecture investment platform that utilizes outsourced investment managers.
The firm has the expertise, scale, infrastructure and experience to create proprietary investment management strategies and private investment funds.
Insurance & Risk Protection.
The firm is committed to safeguarding your financial well-being by helping you understand and manage the inherent risks of everyday life.
Virtual Family CFO Service.
The firm's virtual family CFO service provides a coordinated, technology enabled approach that meets the complex needs of most individuals and families.