Technical Equity by Turner Capital
A common-sense alternative for every client portfolio
Why Use Technical Equity?
Technical Equity, powered by Turner Capital
We provide individual client account solutions with three investment models that are designed to produce market-beating returns in both bull and bear market cycles through investments in index ETFs of the S&P 500 and Nasdaq 100. Our Technical Equity strategies use inverse index ETFs in bear markets with the objective of producing strong profits in falling markets. In other words, Technical Equity investment models are designed to opportunistically take advantage of both up-trending and down-trending markets. Learn more, below:
Why Use Technical Equity?
Active management
Turner Capital has created, tested, and implemented a proprietary set of mathematically based rules to give our clients the ability to take advantage of both bull and bear market trends.
Diversification for your client.
Portfolio diversification and strategy diversification. By trading nearly 600 stocks through the use of index ETFs we have a well-diversified strategy. Adding Technical Equity to your portfolio also further diversifies their investment.
Capital Growth in bull markets.
Most alternative investments are designed to hedge risk in bear markets but lack growth opportunity in bull markets. By using leveraged ETFs, Technical Equity capitalizes on market trends in bull markets.
Capital Growth in bear markets.
Technical Equity is designed to take advantage of bear market trends. Through the use of inverse index ETFs, we have the ability to capitalize on bear markets trends in the same way we take advantage of bull market trends.
Learn about our Methodology
How It Works
Technical Equity uses a common-sense, rules-based strategy in an attempt to generate profits in bull and bear markets.
1
Select the Technical Equity model that best fits the risk profile of your client:
TE-1x:
This model invests in a 50/50 mix of the SPY and QQQ ETFs in bull cycles; SH and PSQ ETFs in bear-cycles; and money markets in transition cycles.
TE-2x:
This model invests in a 50/50 mix of the SSO and QLD ETFs in bull cycles; SDS and QID ETFs in bear-cycles; and money markets in transition cycles.
TE-3x:
This model invests in a 50/50 mix of the UPRO and TQQQ ETFs in bull-cycles; SPXU and SQQQ in bear-cycles; and money markets in transition cycles.
2
Enter the MarketPlace
Your client accounts that follow one or more of the Technical Equity investment models are custodied at the Schwab MarketPlace. If you are not already on the Schwab MarketPlace, we can provide you with the documentation to get you set up to participate on the Schwab MarketPlace. You remain as the clients’ advisor.
Turner Capital will be a sub-advisor on the account and will trade each of your client account(s) according to the Technical Equity model selected. No capital is co-mingled with any other account.
You will have one account per client per Technical Equity model. One client can have multiple accounts with the same or different Technical Equity models.
3
Linking Client Accounts
Your client(s) will sign the Managed Account Marketplace Money Manager LPOA form that is provided by your firm. This form is simply an agreement for the client account to be used on Schwab’s Marketplace platform. The RIA on the account will sign the Technical Equity sub-advisory agreement.
4
Account Management
Turner Capital handles all the trading in your client accounts. All client accounts are traded at the same time. There are no one-off variations of the Technical Equity models, but you can instruct Turner Capital to move your client’s account to cash at any time should you decide to do so.
Need help? Contact the Schwab service team at (855) 943-6155.
Get Started
Want to implement the Technical Equity strategy in your portfolio?
New to Technical Equity? Call us.