Onboarding RIA

Investment Advisory
Sign up

If you have been given sufficient information about our portfolio models and are ready to start the onboarding process, please fill out this form.   Otherwise, click here to request a time for us to call you.

Talk to the Turner Capital Team

Email us with your queries and a team member will get back to you ASAP.

Info@turnercapitalinvestments.com
Call Us instead

Want to chat? Give us a call and we’ll answer all your questions.

1-855-678-8200
Personal Information

Please fill the fields below with your contact details.

Firm information

Client Demographics

Regulatory and Operational Readiness

Please let us know how more about your qualifications:

Click the box if you an SEC-registered or state-registered advisor?
Check the box if you currently work with outside managers or sub-advisors?

Preferred Next Steps:

Would you like to schedule a discovery call?
Please send me onboarding Documents as soon as possible

Thank you!

Your submission has been received and we will get back to you.
Oops! Something went wrong while submitting the form.