Telemus Capital Named to Forbes/Shook Top RIA List For Second Consecutive Year
Telemus is pleased to announce that it has ranked among the top 20 nationwide on the Forbes/Shook America's Top RIA Firms list for 2023, marking the second consecutive year of this remarkable achievement.
Telemus was among the top-ranked RIA firms in the state of Michigan and #15 in the nation.
"We are deeply humbled to be recognized by Forbes, a testament to our commitment to excellence. This acknowledgment fuels our determination to grow and innovate in order to better serve our clients across the nation," said Lyle Wolberg, CFP®, CEO and Partner at Telemus Capital. "Throughout our journey, we've remained steadfast in our commitment to assembling a skilled team and providing tailor-made solutions, all with the aim of empowering our clients to achieve their financial, investment, and life objectives while also securing their peace of mind."
The Forbes ranking of America's Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approach to working with clients.
The full Forbes rankings and additional award methodology information are available here.
Telemus Capital, LLC was acquired by Kovitz Investment Group Partners, LLC (“Kovitz”), a registered investment adviser with the SEC on March 1, 2024. Telemus Capital is now a division of Kovitz and its registered investment adviser. Telemus Capital achieved this award while they were Telemus Capital, LLC, prior to the acquisition with Kovitz. The basis of the award did not change due to the acquisition by Kovitz and is still material to Telemus Capital.
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 Kovitz Investment Group Partners, LLC (“Kovitz”) DBA Telemus' 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.
