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Telemus Capital Partners, LLC works with clients in developing asset allocation strategies for the management of their assets through an investment program utilizing outsourced investment management and in-house solutions.
- Our primary function is to identify specific investments, investment styles, and investment managers that are anticipated to perform well on a relative basis and an absolute basis.
- Through our Telemus Global Endowment Strategy we offer clients meaningful diversification beyond traditional equity and fixed income markets with a range of investment options and strategies that include real estate, natural resources, hedge funds, structured products, and private equity.
Investment Philosophy
We believe, like many university endowments believe, that prudent diversification across multiple asset classes, both traditional and non-traditional, increases your expected rate of return and lowers your expected volatility.
- We continually work to deliver superior risk adjusted absolute returns. We play defense first -- our investment strategies are focused on protecting wealth in periods of economic uncertainty.
- Excess returns are generated by alpha which is identifying the best investment talent and options in a given asset class.
Investment Process
Our Telemus Investment Process, which combines institutional investment discipline with appropriate levels of customization, is designed to address the key aspects of successful long-term investing – establishing an investment policy, asset allocation, investment manager search and selection, and risk management.
Brokerage Services
Our broker/dealer subsidiary, member of FINRA and SIPC, provides execution services and outstanding knowledge of the equity and debt markets, with a focus on offering the highest level of attention to both individual and institutional clients. We have selected National Financial Services, a Fidelity Investments Company, to provide clearing services for our firm.
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