If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).
To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.
Telemus Capital, LLC was acquired by Kovitz Investment Group Partners, LLC (“Kovitz”), a registered investment adviser with the SEC on March 1, 2024. Telemus Capital is now a division of Kovitz and its registered investment adviser.
Telemus was founded in 2005 as an independent, fee-based firm that offers comprehensive financial advisory, investment management and asset management solutions. We currently manage or advise on approximately $3 billion of investment assets, as of December 31, 2023 for high net worth individuals and families, endowments and foundations, and select institutions. Telemus was created with the belief that our clients deserve a more imaginative approach than what was available from traditional firms. Our founders shared a strong conviction that there was a better way to meet client needs.
Telemus Capital is now a division of Kovitz and its registered investment adviser. Telemus Capital achieved this award while they were Telemus Capital, LLC, prior to the acquisition with Kovitz. The basis of the award did not change due to the acquisition by Kovitz and is still material to Telemus Capital.
For important disclosures please visit www.telemus.com/disclosures
We have built a firm that is especially well suited for serving eight specific types of people or institutions - we call these our “communities”. To learn more about this approach, click on the community below that feels like you.
Each client works with a wealth management team headed by a relationship manager. As an advisor, not a salesperson, they work on behalf of the client. Through a deep and thoughtful exploration process with a unique team of experts, we help define what financial and personal achievement means to you.
Meet the team
