Telemus Capital
Telemus Capital was founded in 2005 as an independent, fee-based firm that offers comprehensive financial advisory, investment management and asset management solutions. Through a deep and thoughtful exploration process with a unique team of experts, they help you define what financial and personal achievement means. Telemus offers you a brand new, more holistic outlook far beyond just investment management which they know will serve as the inspiration for a more enriched life. The firm aims to enrich the lives of its members, employees, and community.
Associated People
Bob Stone
2005 - present
Diana Joseph
2017 - present
Josh Levine
2005 - present
Lyle Wolberg
2005 - present
Matt Ran
2008 - present
Bernie Kent
2007 - 2013
Greg Reid
2007 - 2009
Telemus is among the most trusted and respected firms of its kind in the country. Telemus has been featured in The Wall Street Journal, Forbes, Crain's Detroit Business, Barron's, Fox Business, and InvestmentNews.
The firm 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, Telemus offers advice and guidance on a variety of their financial decisions.
Telemus Capital has:
$3 Billion Assets Under Management
15 Years Serving Clients
40+ Experienced Telemates
Telemus serves specific types of people or institutions:
Entrepreneurs
Professionals
Living in Retirement
Wealthy Families
New Investors
Newly Independent
Institutional Investors
Company Executives