ABOUT US

Turner Capital is Unlike Traditional Financial Advisory Firms

Turner Capital believes the best way to grow and protect Client Wealth is to generate Client Account profits in both bull and bear markets coupled with strong downside risk mitigation.

A fiduciary team

Grow Client Capital in Bull and Bear markets.

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We Are a Fiduciary AND Why it Matters

As a Fiduciary:

- We put the benefit of the client ahead of the company or any person in the company.

- We do not lie or mislead or misstate or overstate or understate or make statements of fact that are not actual facts.

- We source every set of facts.

- We do not infer or make optimistic opinions about the future performance of any equity.

- We are 100% truthful with clients and prospective clients in everything we say and/or report.

We do these things not because we are required to, but because it is the ethical and right thing to do.

Unlike Traditional Financial Advisory Firms

Most traditional investment firms focus on a buy-and-hold philosophy that assumes holding certain mutual funds, bonds and stocks for the long term is the smartest way to grow capital and avoid short-term capital gains taxes. Other firms do not like to “trade” and do not believe in changing strategies when the market moves from bull to bear or bear to bull.  They want you to believe that they have the strategic resources to put you into the right “plan” for your age and your financial objectives for your future and you should ignore the net asset value of your account. In fact, many traditional investment firms train their advisors to limit their trading and focus on getting more clients rather than managing their client accounts to capitalize on bull and bear markets with different strategies for each.

Explore our leadership

Meet Mike Turner

Mike Turner’s background is engineering (Civil), computer science, and finance. He is the primary architect of the science, algorithms, and math behind the analytical software systems used at Turner Capital.

He is a disciplined and formulaic trader who relies heavily upon these software systems.

​​​Mike is the author of the very popular books, “10-The Essential Rules for Beating the Market” and "Rule 1 of Investing". Mike is a frequent guest speaker and lecturer to large financial groups nation wide.

Turner Capital Investments, LLC (TCI) is a registered investment advisory*, founded in 2007 by Mike Turner, who holds the position of President and Chief Trading Strategist.  The company is located in Austin, Texas, and serves clients throughout the US with multiple investment strategies that are designed to grow client portfolios in strong up or down trending markets, and protect client portfolios from major losses in bear markets.​ Clients hire Turner Capital for two primary reasons:

1)To generate a reasonable profit in bull-trending markets, and
2)To avoid significant losses in bear-trending markets.​We take a disciplined, long-term approach to investing, one week at a time

A
week-over-week analysis of the market helps reduce noise and temporary market anomalies.  We rely on mathematically derived assessments of whether the market is in a bull-trend, neutral-trend, or bear-trend.  We adjust our investment bias to match the market and always have an exit strategy in place for each client holding (via stop-loss settings), just in case the market (or single equity) reverses unexpectedly.​We have rules for virtually every market condition and do not rely on analyst opinions or specialist forecasts.  

Unlike Traditional Financial Advisory Firms

What Differentiates Us from the Typical Asset Management Firm

Most investment firms and mutual funds (large and small) live and die by their stock pickers, and fundamental analysts opinions on how certain stocks will perform in the future. These opinions and conclusions are guesses, and hold no weight on how said stock will perform in the future. We consider all market predictions, "Noise".

Ignoring the Noise

Ignoring the Noise is critical to making investment decisions. Everyone, to a certain extent, has emotional triggers. The three primary emotions that affect investors are fear, greed and hope — all three can lead to poor decisions. Emotional reactions to the news of the day can cloud judgement, lead to impulsive actions, or distort perceptions of risk and reward. Even if a trader knows how to perform technical and fundamental analysis at a high level, without well-defined rules one can easily be swayed by the news of the day which can be highly detrimental to their portfolio. We do NOT pay attention to Noise,

We Measure Where the Market is...

We are measuring where the Market is, 24/7.

Demo Turner Captial
Turner Capital total market index methodology

A trend-based formula

We are trend-based portfolio managers that move client capital into the market when risk is low and out of the market when risk is high.​

We are significantly different from most asset management firms. Our proprietary trend analysis algorithms mathematically determine when the market is either bullish, neutral or bearish. Armed with this information, we set our investment bias accordingly. This way, our clients tend to be in sync with the market trends at all times.

Unlike Traditional Financial Advisory Firms

Capitalizing on Market Trends

Forecasting the future of a stock, an industry, a sector, the economy, and indexes is a multi-billion dollar enterprise.  Unfortunately, all of that work and all the money individuals, companies and institutions spend on those efforts result in nothing more than a guess.  Sometimes they are right and more times than not, they are wrong.  All of that effort is actually less accurate than a flip of the coin in most instances.

We measure how the Market got there...

We are NOT forecasting where the market will go, this allows our rules to make trading decisions for us.

Generate in Bull & Bear Markets

An Independent Proprietary Portfolio Manager for all Markets

Our approach

Turner Capital believes the best way to grow and protect Client Wealth is to generate Client Account profits in both bull and bear markets coupled with strong downside risk mitigation.

Onboard Turner Capital
strong downside risk mitigation

Investment Acumen

Our approach is to monitor the collective ‘wisdom’ of all stock market investors by tracking historical trends. Our partners present a guided tool-kit, highlighting proven metrics on index’s gains and loss. It is as simple as, the more capital taken out of the market, the more the indexes move lower. From this analysis, we measure whether the market is in a bullish trend or a bearish trend or neither.

Onboard Turner

Learn why our respected clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

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