Southfield-based Telemus, an independent, fee-based firm that offers comprehensive financial advisory, investment management and asset management solutions for high net worth and ultra high net worth individuals and institutional investors, is pleased to welcome Trever Helmstead to our experienced team of financial life advisors. He joined the team in mid-June.

Helmstead, who previously served as Vice President and Portfolio Manager for Bank of Ann Arbor, brings more than a decade of expertise in banking and fixed income trading to the Telemus team. He also had the chartered financial analyst designation (CFA), a global designation that measures and certifies the aptitude and integrity of financial analysts. Helmstead will assist clients by providing strategy, financial guidance and a holistic planning approach.

“We’re excited to welcome Trever to the Telemus team,” said Gary Ran, Telemus Chairman/CEO, Senior Financial Life Advisor, and founding partner. “His investment expertise and, in particular, his fixed income knowledge is a welcome addition to our already robust investment team. In addition, his experience working with affluent individuals and families helping them reach their financial goals, dovetails well with our financial life management approach.”

Helmstead is a graduate of the University of Michigan where he received his Master of Business Administration in finance and a bachelor’s degree in economics. He is a native of Oakland County.

“Being a financial person, every day is a new story and every client is unique,” Helmstead says. “I have a track record of building trust and helping people to achieve their financial goals. That’s my passion. I’m excited to join the Telemus team and to work in such a forward-thinking environment.”

Founded in 2005, Telemus has offices in Southfield, Ann Arbor, Chicago and Los Angeles, and manages approximately 4,000 accounts with $2.8 billion in assets. Learn more at telemus.com.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. This commentary is a matter of opinion and is for informational purposes only. It is not intended as investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. 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. Information was obtained from third party sources, which we believe to be reliable, but not guaranteed.

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