Disclosures

    Updated January 1, 2021

    Information on this website is intended for U.S. Residents only.

    Certain services may be provided by affiliates of Telemus Capital, LLC and/or referred providers.

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client’s specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, currency risk, reinvestment risk, business risk, liquidity risk and financial risk. These risks are more fully described in Telemus Capital’s Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

    Fund and alternative investment performance results are reported gross of advisory fees payable to Telemus Capital, and do not reflect the deduction of those fees. Client returns will be reduced by such fees and other expenses that may be incurred in the management of the account. Advisory fees are described in the client’s Investment Management Agreement and Telemus Capital’s Firm Brochure (Part 2A of Form ADV), which are available upon request. All return calculations are in U.S. Dollars. Investors cannot invest directly in an index.

    Commentary provided is a matter of opinion and is for informational purposes only. It does not address or account for individual investor circumstances. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information may have been obtained from third party sources, which Telemus believes to be reliable but is not guaranteed. Telemus Capital, LLC does not guarantee any information obtained from or provided by third parties.

    Telemus Capital, LLC had total regulatory assets under management of $3,203,083,740.78 as of December 31, 2020

    Barron's Top Independent Advisors List (2020)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.

    2020 Five Star Wealth Manager Award (Illinois)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (d/b/a Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and compliant history (i.e., as defined by the administer, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; and 10. Education and professional designations. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list. Once awarded, however, awardees may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the awardee’s future performance.

    *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.

    Barron’s Top 100 Independent Wealth Advisors List (2019)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.

    Barron’s 2019 Top Advisor Rankings by State (Michigan)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues produced for the firms and the quality of the advisors’ practices (i.e., regulatory record, quality of practice and philanthropic work). Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.

    Barron’s 2018 Top Advisor Rankings by State (Michigan)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues produced for the firms and the quality of the advisors’ practices (i.e., regulatory record, quality of practice and philanthropic work). Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.

    Barron’s Top 100 Independent Wealth Advisors List (2018)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.

    Barron’s Top 100 Independent Wealth Advisors List (2017)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.

    Barron’s 2017 Top Advisor Rankings by State (Michigan)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues produced for the firms and the quality of the advisors’ practices (i.e., regulatory record, quality of practice and philanthropic work). Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.

    Barron’s Top 100 Independent Wealth Advisors List (2016)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.

    Barron’s 2016 Top Advisor Rankings by State (Michigan)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.

    Financial Advisor Magazine’s Top 50 Fastest Growing Firms (2016)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Financial Advisor Magazine’s Top 50 Fastest Growing Firms is based on responses from independent RIA (i.e., registered investment advisor) firms who have at least $200 million in assets under management, are registered and file their Form ADV with the SEC, provide financial planning and related services to individual clients and completed a survey. Financial Advisor magazine ranks participating independent RIAs based on their growth in assets under management from 2015 to 2016. Telemus did not pay a fee for inclusion on this list.

    Financial Advisor Magazine’s Top 50 Fastest Growing Firms (2016)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Financial Advisor Magazine’s Top 50 Fastest Growing Firms is based on responses from independent RIA (i.e., registered investment advisor) firms who have at least $200 million in assets under management, are registered and file their Form ADV with the SEC, provide financial planning and related services to individual clients and completed a survey. Financial Advisor magazine ranks participating independent RIAs based on their growth in assets under management from 2015 to 2016. Telemus did not pay a fee for inclusion on this list.

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