Telos Capital Management, Inc. - San Diego, California

Telos Capital Management, Inc. is a reputable investment firm located at 13480 Evening Creek Dr N Suite 250, San Diego, CA 92128, United States. The company can be reached by phone at 858-271-6350, or through their website at telosinc.com.

With a focus on investment services, financial planning, and consulting, Telos Capital Management specializes in assisting clients with their financial needs. The company's specialties include investment company, financial consultant, financial planner, and investment service. They are dedicated to providing personalized solutions tailored to each client's unique financial goals and circumstances.

For those with mobility concerns, Telos Capital Management provides convenient amenities such as wheelchair-accessible parking and entrance. However, it is recommended to schedule an appointment prior to visiting the office to ensure a seamless experience.

The company has received two reviews on Google My Business, with an average rating of 3/5. This feedback indicates that while some customers have had positive experiences, there is room for improvement in terms of client satisfaction.

For individuals seeking a reliable investment firm in San Diego, Telos Capital Management, Inc. offers a range of services and expertise. To learn more about their offerings or to schedule a consultation, we recommend visiting their website or contacting them directly at their provided phone number. Don't hesitate to take the first step towards securing your financial future – reach out to Telos Capital Management today

👍 Reviews of Telos Capital Management, Inc.

Becky F. C.

5/5

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!!!

Jason R.

1/5

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.