MichiganMontreal-based firm honored 16th on inaugural national list
SOUTHFIELD, Mich., October 27, 2022 /PRNewswire/ — Telemus CapitalLLC (“Telemus”), an independent fee-based company that provides comprehensive financial advisory, investment management and asset management solutions for high net worth and ultra high net worth individuals and institutional investors, has been ranked among the Top 20 Nationally and Top Company in Michigan on the inaugural Forbes/Shook American’s Top RIA Firms list for 2022. The company, headquartered in Southfieldhas been in operation since 2005.
This title is awarded to the top 100 consulting firms compiled by SHOOK Research which selects firms based on how clients are treated, the team’s objective, the underlying corporate culture and the highest quality of service. Each company awarded on this distinguished list is recognized for decades of experience and dedication to helping clients preserve their wealth and achieve financial success.
“At Telemus, our number one goal is to enrich the lives of our customers so they can enjoy their heritage,” said Lyle WolbergPCP®, CEO and Partner at Telemus Capital. “We have worked hard over the past 17 years to build a dedicated team and deliver tailored solutions ranging from financial advisory, asset and liability management, investment management, insurance and protection. risk management and family office services. Our holistic approach helps clients achieve their financial, investment and life goals, and most importantly, provides peace of mind. It is truly an honor to be recognized by Forbes. It inspires us to keep building and growing and finding new ways to support our customers nationwide.
Telemus currently manages and advises approximately $3 billion in investment assets for high net worth individuals, families and their related interests.
Price is based on 31/12/2022 Numbers. Telemus has not paid to participate in this prize, but Telemus pays a fee to use prize promotional material. The full Forbes ranking and additional information on the awards methodology can be found here.
Founded in 2005 as a fee-based RIA committed to a high fiduciary standard, Telemus currently manages and advises approximately $3 billion into investment assets for high net worth individuals, families and their related interests. Telemus is based in Southfield, MIwith offices at Ann Arbor, MIand Chicago, Ill.. For more information, visit telemus.com.
SOURCETelemus Capital, LLC