Telemus Finalizes Acquisition of Ketoret Capital to Expand Chicago Wealth Advisory Services
Telemus is pleased to announce it has completed its acquisition of Ketoret Capital, effective January 1, as part of the firm’s strategic growth plan to expand its footprint in the Chicago area. .
The Ketoret team will join Telemus’ already strong regional roster of experienced financial advisors in Michigan and Illinois. Ketoret founder Kirill Vorobeychik will take on the role of senior financial life advisor. Susan Wolfe will be a senior client service manager, and Teresa Roberto will become a client service manager.
“We are focused on the firm’s continued growth and the Ketoret team adds depth to support the expanding financial needs of our clients,” said Lyle Wolberg, CFP®, CEO and a founding Telemus partner. “Ketoret's clients will have even more resources and services available to them through Telemus’ existing infrastructure, while Telemus expands its Illinois presence with a team of experienced wealth managers and advisors.”
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.
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.
