Vanguard Research Quantifies the Value of Advice

Curious about how a financial advisor could help boost the net returns in your portfolio? According to the Pennsylvania-based investment management company Vanguard, an advisor may be able to generate as much as 3% in net returns. In a recent paper, Vanguard stated that financial advisors generate these returns by utilizing a framework focused on five wealth management principles.

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Insights Spring 2014

Welcome to the latest edition of our quarterly newsletter Insights. In these informative pieces you’ll hear from us, and others, regarding the current market environment as well as a variety of investment and financial topics.

Read the entire quarterly newsletter here: Insights Spring 2014

David Post Joins Telemus Capital Launches Los Angeles Office

David is a Telemus Partner in the firm’s Los Angeles office. David has over 30 years of experience advising clients on a wide range of financial and investment matters. In addition to working with clients, David serves as Chair of the Telemus Investment Committee, which has the responsibility of establishing the firm’s investment policy, strategy, and implementation.

Prior to joining Telemus, David was the founder, CEO, and Chief Investment Officer of Concentric Capital LLC, a Los Angeles based investment advisory firm that was acquired by Telemus in February 2014. Prior to founding Concentric, David was a Partner and Portfolio Manager at CSI Capital Management, a San Francisco-based investment management firm that he cofounded in 1983.

Over David’s career he has served high net worth individuals and families as well as large institutional clients.

David is a graduate of the University of California, Berkeley with a BA in Social Sciences. David previously served on a number of corporate boards, both public and private, in addition to serving for eight years on the board of the San Francisco General Hospital Foundation. David is married and has two children and two grandsons. Golf, skiing, cycling, art and architecture are David’s interests away from the office.