Chartbook: June 2021

    | June 30, 2021

    chartbook-796

    Diana Joseph

    Diana has been a member of the Telemus team since 2017. As a Partner and Senior Financial Life Advisor, Diana develops and oversees all aspects of the investment process and strategy for the firm. This includes the manager-of-managers program, All Cap Value, Growth and Value Blend, and the High Dividend equity strategies, balanced versions of all, as well as the Diversifier and Comprehensive strategies.

    Diana Joseph Djoseph@telemus.com

    This report is provided for information purposes only. The information contained herein is pulled from various
    financial data sources which we believe to be reliable but not guaranteed. It is not intended as investment advice
    and does not address or account for individual investor circumstances. The statements contained herein are based
    solely upon the opinions of Telemus Capital, LLC. All opinions and views constitute our judgments as of the date of
    writing and are subject to change at any time without notice.

    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, 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.

    The U.S. dollar index (USDX) is a measure of the value of the U.S. dollar relative to the value of a basket of
    currencies of the majority of the U.S.’s most significant trading partners. The S&P 500 index includes 500 leading
    companies in the US and is widely regarded as the best single gauge of large-cap US equities. An index is not a
    security in which an investment can be made, as they are unmanaged vehicles that serve as market indicators
    only. It should not be assumed that portfolio holdings will correspond directly to any of the comparative
    index benchmarks. Advisory services are only offered to clients or prospective clients where Telemus and its
    representatives are properly licensed or exempt from licensure. No advice may be rendered by Telemus unless a
    client service agreement is in place. All composite data and corresponding calculations are available upon request.

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