Back Test Viewing Requirements

IMPORTANT: All information about the performance of our Strategies, including hypothetical performance information can only be distributed to investors who have access to the resources to independently analyze this information and who have the financial expertise to understand the risks and limitations of these types of presentations. We are not attempting to distribute performance marketing generally to a mass audience and neither is this information intended for general circulation.

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BACK TESTED PERFORMANCE

The Turner Capital Back Test

Back Test Requirements

SEC rules do not allow our firm to disseminate our BackTested performance to a general audience. If you would like access to these reports, you must be an accredited investor. Check this box to self-attest that you are an accredited investor to gain access. Thank you.

Our approach

Turner Capital has back tested our Total Market Index Methodology over nearly 20 years, this back test took place without any time based dates, and our clients use the exact same rules that generated the results below. This test was a rigorous process that went through multiple iterations to produce the results that are seen below. Please not that past performance is not indicative of future returns, and we are in no way guaranteeing any kind of performance.

The Tuner Capital Back Test

Investment Acumen

SEC rules do not allow our firm to disseminate our backtested performance to a general audience. If you would like access to thesereports, you must be an accredited investor. Check this box to self-attest thatyou are an accredited investor to gain access. Thank you.

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.

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Grow Client Capital in Bull and Bear markets.

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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.

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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.

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,

In Bull Markets

We are privately held, which means our only controlling entity is the success of our clients.

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Unlike Traditional Financial Advisory Firms

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

In all Markets

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.

In Bear Markets

This gives us the freedom and the flexibility to do what is best for our clients and to not be tied to traditional and outdated investment strategies

Download our Bear Markets Brochure

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*The performance indicated for the model portfolios is back-tested. Back-tested performance is NOT an indicator of future actual results. There are limitations inherent in hypothetical results particularly that the performance results do not represent the results of actual trading using client assets, but were achieved by means of retroactive application of a back-tested model that was designed with the benefit of hindsight.

The results reflect performance of a strategy not historically offered to investors and do NOT represent returns that any investor actually achieved. Back-tested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which may or may not be testable and are subject to losses. Specifically, back-tested results do not reflect actual trading, or the effect of material economic and market factors on the decision making process, or the skill of the adviser.

Since trades have not actually been executed, results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the decision-making process.

Further, back-testing allows the security selection methodology to be adjusted until past returns are maximized. Actual performance may differ significantly from back-tested performance.

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