Ari Fischman Named Partner at Telemus, a Top 20 RIA Nationwide
Telemus, a top 20 RIA nationwide, as named by Forbes/SHOOK in 2023, has promoted Financial Life Advisor, Ari Fischman to partner.
Fischman, who joined the firm in 2020 as head of the insurance division, becomes the fourth partner at Telemus. Over the past three years, he has helped drive significant insurance growth for the firm, which continues to diversify into other ancillary business lines including corporate executive services and CFO family office services.
“Ari is an excellent addition to the leadership team here at Telemus,” said Lyle Wolberg, CFP, CEO and one of the founding partners. “We recognize what Ari has done for the firm with the year-over-year growth of the insurance team and feel that this promotion is well earned. He will help us continue to build the Telemus brand and accelerate the expansion of our various service areas.”
Fischman has over 20 years of experience in the financial industry, specializing in insurance. Prior to joining the team, he worked with Telemus as a strategic partner to deliver integrated insurance solutions. This partnership helped him develop customized insurance solutions for Telemus clients.
As partner, Ari will be responsible for running the insurance division. He will also have oversight of the corporate executive services, family office services and the firm’s latest solution, comprehensive financial counseling.
“I am excited to take the next step in my Telemus journey and play a key role in the ongoing success of this award-winning firm,” Fischman said. “We’re hyper focused on continuing to refine and expand our full-service offerings at Telemus to support our clients, which will help fuel new growth opportunities across the firm.”
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Kovitz Investment Group Partners, LLC (“Kovitz”) DBA Telemus Capital. Telemus Capital is a division of Kovitz, a registered investment adviser with the Securities and Exchange Commission (SEC). Telemus Capital’s main office is located in Southfield, Michigan. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. 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, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity 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.
Forbes America’s Top RIA Firms (2023)*
*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 Kovitz Investment Group Partners, LLC (“Kovitz”) DBA 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 Capital 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. Data provided by SHOOK ® Research, LLC. Data as of 3/31/23. America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation in exchange for its Registered Investment Advisor Firm placements or rankings, which are determined independently (see methodology above). Telemus does not pay a fee to use the awards promotional materials. Participation in this directory is limited to ranked firms; once placed on a ranking, firms may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or firm and not indicative of future performance or representative of any one client’s experience. Investors must carefully choose the right advisor or firm for their own situation and perform their own due diligence. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com, SHOOK is a registered trademark of SHOOK Research, LLC.
Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus, we will help you attain personal life enrichment, your grandest visions, and your life’s most important goals. At Telemus, we have a different perspective on your financial life. When you take a seat at the Telemus Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.
