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.
Our global approach offers clients meaningful diversification beyond traditional equity and fixed income markets. Investment vehicles may include exchange traded funds (ETFs), open-end and closed-end funds, and separately managed accounts (SMAs).
FIXED INCOME MANAGEMENT
Our fixed income team builds diversified portfolios of individual taxable bonds and/or tax-exempt bonds that take into account each client’s specific tax considerations, risk tolerance and income needs.
Our investment grade bond strategy is comprised of Treasury, Agency, corporate, and mortgage-backed securities.
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.
Our tax-exempt bond strategy is focused on capital preservation and income generation.
The return potential and non-correlated characteristics of alternative investments can make them attractive additions to traditionally allocated portfolios.
For certain clients we may consider investments in hedge funds, real estate, and other private offerings.
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