Telos Capital Management, Inc.

Telos Capital Management is a SEC‑registered advisory firm managing about $1.63 billion on behalf of roughly 900 clients through a 13‑advisor team. It serves individual investors (including high‑net‑worth clients), trusts, estates, charitable organizations, small businesses, and retirement‑plan participants, offering discretionary investment management, limited‑scope financial planning, and facilitated estate‑planning document services via a third‑party platform.

The firm employs an active, research‑oriented process that combines bottom‑up fundamental security analysis with top‑down macro assessment, and emphasizes asset allocation, diversification, and periodic rebalancing across equity and fixed‑income sleeves. Telos implements this approach across multiple program structures — including ETF‑only strategies, blended fixed‑income options, and a set of separately managed portfolio programs — and allows reasonable client‑imposed restrictions within its discretionary mandates.

Distinctive operational features include a recent expansion to provide estate‑planning document facilitation to existing investment management clients through a third‑party technology partner and the management of legacy portfolios that are being transitioned into its primary managed styles. The firm also maintains separately structured “Core” portfolios composed of individual‑equity, index‑fund, and income sleeves with program‑specific operating and fee arrangements, an organizational design that differs from many multi‑team peers.