Our investment process, which combines institutional investment discipline with appropriate levels of customization, is designed to address the key aspects of successful long-term investing: asset allocation, risk management and investment manager selection.
We have a number of model strategies that can be implemented for taxable and tax-exempt investors. We can also construct customized portfolio solutions to meet client objectives objectives.
Designed to provide a high level of current income, this strategy is structured to maximize current yield and provide some opportunity for capital appreciation.
The primary objective of this portfolio is to generate income. The portfolio invests in global fixed income and opportunistic strategies.
Portfolios may include the following vehicles:
Exchange Traded Funds (ETFs)
ETFs allow us instantaneous access to asset classes and sub-sectors that are not candidates for active management. Traded throughout the day, most ETFs are passively managed index funds with low expense ratios.
Telemus evaluates the following for inclusion in its portfolios:
Diverse goals often compete for resources. At times you may need help in prioritizing your financial objectives and incorporating them into a cohesive plan. To assist with this arduous task, Telemus acts as our clients’ personal CFO, determining which financial strategies best complement their goals and objectives.
As wealth advisors, Telemus collaborates with attorneys, CPAs and insurance professionals to ensure that activities such as investments, trusts and estate plans are coordinated to support the long-term interests of multiple generations.
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.
Telemus Capital provides discretionary, fee-based account management services to clients and assists them in developing asset allocation strategies for the management of their assets.
We believe, like many leading institutional investors, that prudent investing across multiple asset classes increases your expected rate of return and lowers your expected volatility.
CapabilitiesSubmitted by skidadmin on Thu, 02/04/2010 - 14:11
Telemus Capital offers unmatched advisory services for high-net-worth investors through solutions focused on investment and wealth management.
As independent investment advisors we guide our clients toward the best possible outcomes for their unique situations, reviewing strategies from the entire range of investment opportunities. Through a combination of the investment resources available to us we build customized investment portfolios that align with the specific goals, objectives and needs of each of our clients.
Telemus Capital provides discretionary, fee-based account management services to clients and assists them in developing asset allocation strategies for the management of their assets. Our global approach offers clients meaningful diversification beyond traditional equity and fixed income markets. read more
To assist with the prioritization of financial objectives, Telemus acts as our clients’ personal CFO, determining which financial strategies best complement their goals and objectives. In this role, we often act as a family office; however, our team of advisors can also serve as a resource to an existing arrangement. read more
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