Telos Solutions

Overview

Telos Solutions operates as an independent registered investment adviser serving individual and family clients. The firm combines an accounting-oriented practice with financial planning and portfolio management for individuals and small businesses. Its advisory model leans toward non-discretionary relationships—clients retain trading authority while Telos provides planning, investment recommendations and portfolio construction. Equities are the primary allocation focus. Telos shows a clear preference for exchange-traded securities as its main vehicle for public-market exposure, and it supplements equity allocations with select alternative and income-oriented instruments. Fee arrangements are mixed: percentage of AUM, hourly charges and fixed fees, allowing flexibility for planning engagements as well as ongoing advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices