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Telos Capital Management, Inc.

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San Diego, United States

telosinc.com
Investment companyFinancial planner· Investment company· Financial consultant· Financial planner· Investment service

Telos Capital Management, Inc. Reviews | Rating 3 out of 5 stars (2 reviews)

Telos Capital Management, Inc. is located in San Diego, United States on 12121 Scripps Summit Dr #350. Telos Capital Management, Inc. is rated 3 out of 5 in the category investment companyfinancial planner in United States.

Address

12121 Scripps Summit Dr #350

Phone

+1 8582716350

Accessibility

Wheelchair-accessible entrance

Open hours

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Becky F Coffman

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!!!

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Jason Respini

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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