Telos Capital Management, Inc. is a fee-only SEC Registered Investment Adviser (RIA) firm located in San Diego, California. As a privately owned and fully independent wealth manager, we are committed to helping our clients preserve and enhance their wealth and providing them with financial peace of mind. Our team of credentialed financial professionals, including multiple Chartered Financial Analyst (CFA®) charterholders and CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), has the knowledge and expertise necessary to provide our clients with objective and unbiased advice.
As a fee-only Registered Investment Adviser (RIA), we have a fiduciary duty to act in our clients’ best interest. The fiduciary duty of care is generally considered the highest legal standard of integrity, trust and accountability. Even the potential for a conflict of interest must be fully disclosed. We have no financial interest in recommending one investment product or solution over another. Our independence allows us the freedom and flexibility to create a specific investment strategy tailored to meet your unique financial goals. We do not earn a commission on any investment product or accept marketing incentives (‘soft dollar’ compensation). Our financial relationships are built on a foundation of trust, integrity and transparency.
“At Telos, our mission is to understand our Clients’ current and future needs and to provide them with financial peace of mind by maintaining the highest standard of integrity and professionalism. We are committed to providing our Clients with comprehensive, sophisticated wealth management solutions that are based upon a foundation of knowledge, experience and discipline, and are designed to grow and safeguard their financial wealth so they can purse the lifestyle and legacy they truly care about.”
The History and Meaning of Telos
Our roots date back to 1986, when the firm was founded as Alexander & Muckermann in San Diego. In 2003, our name changed to A&M Investment Management as a result of a partial ownership change. The change in ownership maintained a focus on providing clients with a financial peace of mind.
In 2009, we incorporated and became what we are known as today: Telos Capital Management, Inc. The word Telos is Greek for “ultimate purpose” or “goal,” which exemplifies our goals-based approach to meeting clients’ investment objectives-an approach we still remain committed to.