Telemus Partner Diana Joseph Receives Five Star Wealth Manager Award
We are proud to congratulate Telemus Partner and Co-Chief Investment officer, Diana Joseph, for once again been named among the best of the best in the finance business. Diana received a Five Star Wealth Manager Award for the eighth straight year. The prestigious award, published in Chicago Magazine, recognizes outstanding service and overall satisfaction. Each candidate undergoes a thorough research process before being considered for the final list of Five Star Wealth Manager Award winners. Wealth managers do not pay a fee to be considered or placed on the list.
Diana develops and oversees all aspects of the investment process and strategy for our firm. She is known for working diligently to promote the integrity of the wealth management industry and the betterment of her community, engaging with and supporting many civic organizations. Diana is a dynamic leader, a tireless advocate for her clients, and a shining example of the work we do at Telemus.
“I am gratified that our client-centric philosophy is appreciated by clients and recognized by peers,” added Diana. “Telemus has a talented, first-rate team of knowledgeable professionals focused on holistic wealth management, planning, optimization of the client experience, and the provision of well-planned investment outcomes.”
From the entire Telemus team, congratulations, Diana, and thank you for all you do!
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.
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.
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.
