FINANCIAL TELESIS COMPANY

Overview

Financial Telesis Company is a small, privately owned advisory firm that focuses on discretionary portfolio management for individuals, families and small business clients. The firm’s filings show a clear preference for equity exposure, with exchange-traded equities forming the bulk of invested assets. Fee arrangements include both a percentage-of-AUM schedule and hourly charges, and the firm operates without an explicit ESG mandate. Its client base spans individual and family investors as well as some institutional relationships, with services centered on traditional portfolio construction and fiduciary management rather than pension consulting or multi-state advisory platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices