Turner Capital Portfolio Strategies

 

Turner Capital has two investment strategies (see brief overviews below).  Clients can depend on the total amount of their investment and risk profile, follow one or both of these strategies in a managed account structure.  

The required total family aggregate minimum amount of capital to work with Turner Capital is $250,000.  The minimum account size per portfolio depends on the specific portfolio strategy:

  1. Turner Quant Advantage Strategy:  $100,000  

  2. Diversified Income Strategy: $100,000

  3. Tactical Growth Strategy: $100,000

  4. Leveraged Index Strategy: Not Required

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We use a "Managed Account" structure where every client maintains 100% control of their capital at all times.  Capital is never commingled with other accounts that do not belong to the client. Turner Capital is ONLY permitted to make trading decisions in client accounts and to deduct pre-authorized management fees.  Clients can terminate Turner Capital's management of their accounts at any time with a simple phone call to either Turner Capital or the brokerage firm where the client accounts are custodied.

Funds are custodied at TD Ameritrade.

MANAGEMENT FEES (We aggregate family accounts to determine the total account size for Fee setting):

  • 2.0% for aggregated accounts that are less than $250,000.

  • 1.5% for aggregated accounts that are from $250,000 to $1,000,000.

  • 1.25% for aggregated accounts that are from $1,000,000 to $3,000,000

  • 1.0% for aggregated accounts that are $3,000,000 and above

View our strategies below

The goal of this strategy is to take advantage of strong bull or bear market trends and to be fully invested when possible. Draw-downs can be significantly higher in this strategy than the other Turner Capital investment portfolios. 

Minimum Account Size: $100,000

Potential Drawdown: 15%+*

*A draw-down estimate should not be considered the maximum potential loss of capital.  A draw-down can occur at any time; and then, at any point in the future, another draw-down can occur.  Turner Capital does not warrant or promise or guarantee any maximum potential loss in this or any investment strategy that we manage.