Telos Capital Management

Telos Capital Management, Inc. is a Securities and Exchange Commission (SEC) registered investment advisory firm whose sole purpose is to provide sophisticated investors with personalized investment management and financial advisory services. Originally established in 1986 as Alexander & Muckermann, the company changed the company's name in 2003 to... A&M Investment Management as a result of a partial ownership change. In 2009, the company made the strategic decision to incorporate the company's firm to create business efficiencies and establish a contingency platform for the company. In connection with that incorporation, the company changed the company's name to Telos Capital Management, Inc. TELOS is derived from the Greek language and means "ultimate purpose" or "goal". Achieving investment success requires investors to formulate clear and realistic goals and purposes. Thus, the name TELOS fittingly represents the company's vision of investing the company's clients' wealth towards their distinctive financial goals and purposes. The company is committed to building strong client relationships and specialize in separately managed accounts (SMAs), which are highly customized and tax efficient portfolios. Each investment portfolio is individually managed with the ultimate goal of building and enhancing the company's clients' wealth. The company employ a value-oriented investment approach designed to pursue consistent long-term growth without taking inordinate investment risks. The relatively small size of the company's firm allows the company to work very closely with the company's clients and to listen to their unique investment needs. That, in turn, enables the company to develop and implement a client-specific investment strategy that reflects their individual preferences and circumstances. Telos Capital Management, Inc. is a fee-only investment advisor and does not sell any financial products or receive sales commissions. This allows the company to act and think independently and to work solely for the ...Read More