Our Vision
To be a leading asset and wealth management firm recognized for trusted relationships and exceptional advice, helping families grow their wealth, simplify their financial lives, and achieve lasting peace of mind.
Fiduciary Relationship
As a fee-only Registered Investment Adviser (RIA), we serve as dedicated fiduciaries, bound by the highest standard of care, integrity, and accountability. Every recommendation we make is guided solely by your best interests, with full transparency around any potential conflicts of interest. Our independence ensures that we have no financial incentive to favor one investment solution over another.
This freedom allows us to craft investment strategies meticulously tailored to your unique goals, values, and long-term vision. We do not earn commissions on any products, and our advice remains entirely objective, disciplined, and designed to preserve and grow your wealth. At Telos, every client relationship is built on trust, transparency, and a commitment to providing clarity, confidence, and enduring peace of mind.
Considered to be one of the most influential philosophers of ancient Greece, Aristotle was known to have used the word "Telos" in his teachings. His studies including astronomy, biology, physics, politics, and philosophy, embraced observation and evidence gathered through the senses.
Telos was originally established in 1986 under the name Alexander & Muckermann, and was initially located in they Symphony Towers in beautiful downtown San Diego.
The 1980’s was an important decade for San Diego. It was during this time the city’s population broke one million, in 1984 the Padres played in the World Series, and Jack Murphy stadium hosted its first Super Bowl in 1988.
The 1990s were a period of strong economic and financial growth, highlighted by the rapid expansion of technology companies. This era ultimately culminated in the stock market’s “dot-com” bubble crash.
In 2003, following a partial ownership change, the firm’s name was changed from Alexander & Muckermann to A&M Investment Management.
In 2008, during one of the most challenging periods in modern financial history, A&M Investment Management moved from Symphony Towers to the Scripps Northridge Corporate Center.
In 2009, we adopted the name Telos Capital Management, Inc. The word ‘Telos,’ meaning ‘purpose’ or ‘ultimate goal,’ aptly reflects our goals-based approach to helping clients define and pursue their financial objectives. The name change coincided with the strategic decision to incorporate the company, marking an important milestone in the firm’s evolution.
In 2023, we relocated to our current office in Sabre Springs, conveniently situated near the I-15 and SR-56 interchange. Nestled in the foothills just 15 minutes from the coast, our location offers both accessibility and a welcoming setting for clients and team members alike.