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.
When we’re unable to find suitable investment solutions in the marketplace or when it’s more cost and tax effective we have the expertise, scale, infrastructure and experience to create our own proprietary investment management strategies and private investment funds for the benefit of our clients.
“Success usually comes to those who are too busy to be looking for it.”Henry David Thoreau
Our own investment strategies
Core Equity, Value Equity, Growth Equity, Income Equity, Taxable Fixed Income, Tax-free Fixed Income
Differentiated private investment opportunities and our own proprietary fund-of-funds.
Multi-strategy Fund of Funds, Credit, Real Estate, Aviation, Private Equity
Our process begins by understanding where your business is today and the operational challenges you are facing. From there, we leverage decades of experience in helping companies run more smoothly and reach their full potential. From the start-up phase to an exit, we’ve helped business owners make the most of their entrepreneurial endeavors.
Throughout the year, Telemus provides timely financial planning resources that can help you make better wealth management decisions. Check back here often to find new informational guides covering critical investment and financial planning topics.See more