Telemus Named Finalist For The 29th Annual FCS Portfolio Awards
Telemus was recently named a finalist for the Financial Communications Society Portfolio Awards 2023 for their first marketing campaign using the Name, Image, Likeness (NIL) with players of the University of Michigan football team.
Finalists were chosen by a judging panel of 40 senior marketing and creative executives from financial services firms and agencies who reviewed work from a total of 81 brands that showcased financial services marketing and communications work. Finalists have the opportunity to take home Gold, Silver and Bronze trophies.
Telemus collaborated with five offensive linemen for the Wolverines, including tackles Ryan Hayes and Giovanni El-Hadi, guards Trevor Keegan and Zak Zinter and center Olu Oluwatimi. As part of the NIL deal, the five players were part of a marketing campaign on social media that shares how Telemus protects client wealth, just like Michigan’s offensive line protects its quarterback.
“This was our first NIL deal, so to be recognized as a finalist for our marketing work is an honor for Telemus,” said Lyle Wolberg, CFP®, CEO and Partner at Telemus Capital. “We’re all excited to support one of the nation’s elite offensive lines and are proud that our work for them is being recognized. Our team is grateful for this nomination and anxiously awaiting the winner's announcement.”
Winners will be announced Thursday, May 4 at the Portfolio 29 Awards Gala event. The full list of finalists is available here: https://thefcs.org/portfolio-awards
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.
Endorsement by University of Michigan Football Team - Five Offensive Line Players (2022)
This is a paid endorsement and none of the five endorsing players are clients of Telemus Capital, LLC ("Telemus"). Each of the players were paid $2,000 for this promotional material. This is a conflict of interest because due to such compensation, the players have an incentive to recommend Telemus Capital.
FCS Portfolio Awards (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 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 usually based on information prepared and/or submitted by the recognized adviser. Materials submitted for the 29th Annual FCS Portfolio Awards must have been published, aired or executed FOR THE FIRST TIME in the U.S./Canada during the 2022 calendar year (January 1, 2022 through December 31, 2022) and not previously submitted to the FCS Portfolio Awards competition. More than 500 entries were received from 110 companies (a record), who had entered their various marketing and communications work from 2022 in our prestigious competition. Their panel of 40 judges recognized more than 230 entries for their creative excellence across nearly 40 categories. In all, the FCS will award 240 trophies this year, including 6 Best in Show trophies and the top prize: Judges' Choice. There are a total of 81 winning brands, who will each win at least one trophy. Telemus paid an application fee to participate in the FCS Portfolio Awards 2022.
Forbes America's Top RIA Firms (2022)*
*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. Data provided by SHOOK ® Research, LLC. Data as of 12/31/21. 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). However Telemus does 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.
