CRD: 146134
Turner Capital Investments, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-22-2008
- Office Locations
- 2
Office Locations
About Turner Capital Investments, LLC
Turner Capital is an active, rules-based strategy manager serving individual investors and offering sub-advisory services to institutional partners. Using proprietary software and a non-tradable Total Market Index (TMI) signal, it shifts between broad index ETFs in bull markets, higher-yielding money markets in transitions, and inverse index ETFs in bear markets, with 1x/2x/3x risk profiles. Live trading began Apr 1, 2023.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL K TURNER
Investment Advisor, President
- CRD
- #5472928
- Ownership
- 75% or more
Alexander Bryan Goodwin
Compliance Officer, VICE PRESIDENT
- CRD
- #7797387
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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KEITH DOUGLAS SMITH
--
- CRD
- #2219973
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,167,153 | $318,003 |
| Non-Discretionary | $0 | -- |
| Total | $107,167,153 | $318,003 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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