Telos Capital Management, Inc. 13480 Evening Creek Drive North, San Diego, CA 92128
About the Business
Telos Capital Management, Inc. is a finance institution located at 13480 Evening Creek Drive North in San Diego, California, United States. Specializing in investment management and financial planning services, Telos Capital Management, Inc. helps clients achieve their financial goals through personalized strategies tailored to their individual needs and objectives. With a team of experienced professionals, the institution prides itself on delivering comprehensive and innovative solutions to help clients navigate the complexities of the financial markets and achieve long-term success.
Photos
Location & Phone number
13480 Evening Creek Dr N Suite 250, San Diego, CA 92128, United States
Hours open
Monday:
7:30 AM - 4:00 PM
Tuesday:
7:30 AM - 4:00 PM
Wednesday:
7:30 AM - 4:00 PM
Thursday:
7:30 AM - 4:00 PM
Friday:
7:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been with Telos for years and have been VERY happy with how they have helped grow my retirement and investment funds! My accounts manager, Jonathan Fairchild, has been a life saver for me. I was with Morgan Stanley before and losing money hand-over-fist in good markets. Since Telos took over my accounts all of that has stopped and are now growing as they should be. Also, all the staff at Telos is extremely professional and always doing the extra things to make my life easier. They truly care about me as a person and want to help in any way they can. I feel very confident that all my accounts are in good hands and can look forward to my retirement days being handled well. If I could give more than 5 stars, I would have! Thank you everyone at Telos!!!"
"7-26-17 Very disappointed in the performance of Telos Capital Management. Looking at the bottom line: After profit – loss – and costs, Telos is worse than the Stock Market in an Up Cycle, and noticeably lower in a Down Market. There’s a lot of smooth selling on part of Telos Management, but the results do not live up to the hype. Avoid these people and take your hard earned money elsewhere! I’m astounded that TD Ameritrade recommends this outfit. Also, be aware that Telos Capital Management uses “Creative Accounting” to determine how the portfolio they have constructed is performing for you. Your Federal 1040 tax return will not lie."
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