A shift from traditional investment strategies

Get access to our Methodology

Turner Capital TMI Methodology is a complete tool-kit to help grow your capital. In our 18 year back test* there was never a losing year. A modern methodology & partner to help you grow your accounts and outperform the market.

A Global, Client-Focused Portfolio Manager

Client Focused Mandates

Our Client-Focused Dual Mandate

Grow Client Capital in Bull and Bear markets.

  • Fact-focused with comprehensive tools to help drive home better answers.
  • 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.
About Image

Grow Client Capital in Bull and Bear markets.

  • Fact-focused with comprehensive tools to help drive home better answers.
  • 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.
About Image

* IMPORTANT: The Turner Capital R&D team used historical data of the S&P 500, Nasdaq 100, Russell 2000 and the DJIA to test the efficacy of the trading and timing rules of the TMI methodology. This was a rigorous process where the rules were run totally independent of human adjustments or interactions. None of the rules were date dependent. The back-testing computer software executed the buys and sells based solely on the TMI Methodology. Live trading with actual client capital began on April 1, 2023.

We are different.

Most traditional investment firms focus on a buy-and-hold philosophy that believes 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. These firms do not believe in “trading” and do not believe in changing strategies in bear markets as opposed to bull markets.  They want you to believe that they are so smart enough to place you into the right “plan” for your age and your financial objectives for your future. They do NOT have a Bear market strategy that allows you to be protected in the event of market crash.

Client Focused

Since our founding in 2007, our solutions-driven focus has never followed traditional Buy-and-Hold investment strategies for our clients.

The world is full of buy-and-hold, 60/40, mutual funds that pay kick-backs to your advisor, etc. Traditional investment firms try to impress their clients with their insight and experience regarding the best place to put capital to work. This sounds good but is not what most clients want: Market-beating returns at less than market-level risk.

Onboard TurnerCapital & Get Started
Generate in Bull & Bear Markets

The Turner Capital Dual-Direction Trading Methodology

In Bull Markets

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

  • S & P 500 Index ETFs
  • Nasdaq 100 Index ETFs

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

  • Inverse S & P 500 Index ETFs
  • Inverse Nasdaq 100 Index ETFs
Explore our Methodology

Technical Expertise. Personalized.

Our approach is to monitor the collective ‘wisdom’ of the stock market investors by tracking historical trends. Our Total Market Index (TMI) measures where the Market is in real time. From this analysis, we measure whether the market is in a bullish trend or a bearish trend or neither. Our TMI strategies are dependent on this data and our rules to make all investment decisions.

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.

Free Weekly Newsletter

Get on our Client Newsletter

Learn every week how to manage your money and how we may be able to help you achieve your financial goals.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.