Technical Equity by Turner Capital

A common-sense alternative for every client portfolio

Why Use Technical Equity?

Technical Equity, powered by Turner Capital

We are an unique alternative that provides a solution for every market. Technical Equity provides a no-minimum, bull and bear market opportunity for every risk tolerance, learn more about our strategy 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

Getting Started

Schwab Marketplace

Following Technical Equity is easy, Schwab's Marketplace platform makes servicing your clients simple. Once onboarded simply link an account to Technical Equity, at that point we will have access to trade that client account.

Linking Client Accounts

Your client 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.

Trading

Once steps 1 and 2 have been completed, Technical Equity will begin trading on the account.

Trading is completed via block trades placed through Schwab and our trade desk to provide the best execution for your client.

Transparency

The client account always stays in your client's name. Trades can be viewed and monitored in real time. Your client will continue to receive all regular Schwab reporting that they have opted into prior to Technical Equity management (trade confirmations, monthly statements, etc.)

There are no account size minimums to follow Technical Equity.

Get Started

Want to implement the Technical Equity strategy in your portfolio?

New to Technical Equity? Call us.

1-855-678-8200