Our primary business is to provide holistic financial “solutions” for our clients based in investment management, asset management and wealth advisory services that encompass the unique needs of each individual. Further, our objective is to take the least amount of risk necessary for our clients to achieve their investment goals.
We frequently collaborate with our clients’ attorneys, CPAs and insurance professionals to ensure that activities such as investments, trusts and estate plans are coordinated to support the long-term interest of our clients and potentially multiple generations.
Telemus is an independent, investment advisory firm located in Southeastern Michigan. In 2006, Telemus acquired asset management capabilities by acquiring Beacon Asset Management, an Ann Arbor based company, founded in 1982. Experienced Investment professionals from a variety of backgrounds also joined forces with Telemus Capital, completing the circle of resources necessary for our clients to have a comprehensive investment management experience. Our clients receive guidance from the entire firm, rather than the ideas of a single individual.
Charlene G. Reardon, Portfolio Manager/Senior Advisor has been with Telemus Capital (Beacon) for over 16 years and have over 26 years of industry experience. She would be happy to answer your questions at (734) 662-1200. Visit Telemus Capital online at www.telemuscapital.com.