With Beacon Asset Management, a wholly owned subsidiary of Telemus, we deploy the full range of our talent, network and capital to build custom strategies and investment vehicles that meet our client's needs and expectations. Utilizing an investment research process that combines original thinking with institutional discipline and fundamental and quantitative analysis, Beacon offers a suite of traditional and non-traditional investment solutions.

Proprietary traditional asset management solutions:

Core equity

Our core equity portfolio is diversified among the 10 broad economic sectors of the S&P 500 Stock Index. Instead of investment selections based on a “top down” approach, we look for strong fundamentals in individual stocks within each sector, and then build a diversified portfolio that has the same attractive characteristics as an individual growth stock. Selection criteria include growth, valuation and positive price action.

Investment grade taxable fixed income

We build diversified portfolios of investment grade bonds comprised of Treasury, Agency, Corporate, and Mortgage-backed securities.

Blended taxable fixed income

Our blended fixed-income philosophy involves a crossover strategy that combines a traditional intermediate investment grade bond portfolio with an intermediate BB-rated bond portfolio.

To ensure best execution, we look at absolute yields as well as historic trading patterns. This strategy relies on research dating back more than 25 years that consistently reports the highest tier of below investment grade bonds (i.e., BB-rated bonds) as offering the most attractive risk/return profile in the bond market.

Investment grade tax-exempt fixed income

We build diversified portfolios of high-quality, tax-exempt bonds that take into account each client’s specific tax considerations and needs.

Proprietary non-traditional asset management solutions:

Telemus Growth and Income Fund

The Telemus Growth and Income Fund I, LP (TGIF) is a multi-strategy hedge fund that combines a top-down asset allocation methodology with bottom-up manager evaluations and security analysis. This approach is intended to identify those strategies that we believe provide opportunities to achieve TGIF’s objectives of capital appreciation and current income during a three-to-five year investment cycle. 

TGIF is both strategically allocated and tactically traded to take advantage of longer term thematic trends and shorter term dislocations caused by market volatility. To achieve the Fund’s goals we seek to allocate TGIF’s assets across a diverse set of strategies and securities. TGIF has the ability to go both long and short in an effort to reach its investment objectives. We anticipate using a moderate amount of leverage on occasion.

Telemus Income and Principal Preservation Fund

The Telemus Income and Principal Preservation Fund I, LP (TIPPF) is a multi-strategy hedge fund that combines a top-down asset allocation methodology with bottom-up manager evaluations and security analysis.  This approach is intended to identify those strategies that we believe provide opportunities to achieve TIPPF's objectives of principal preservation and current income during a three-to-five year investment cycle.

TIPPF is both strategically allocated and tactically traded to take advantage of longer term thematic trends and shorter term dislocations caused by market volatility. To achieve the Fund’s goals we seek to allocate TIPPF’s assets across a diverse set of strategies and securities. TIPPF has the ability to go both long and short in an effort to reach its investment objectives. We anticipate using a moderate amount of leverage on occasion.