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- Custodian
- Charles Schwab & Company · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-25-2018
- Office Locations
- 1
Office Locations
About Turning Point Advisors, LLC
Turning Point Advisors is a boutique Ohio RIA focused on actively managing portfolio risk for retail investors and families. The firm runs proprietary risk-managed strategies using ETFs and mutual funds, including tactical asset allocation across multiple asset classes (dual momentum) and equity allocations with a hedge sleeve that can shift into inverse/leveraged ETFs in downturns. Led by a CFP® CIO with options experience; custody includes Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
GREGORY ALLEN TAYLOR
Chief Compliance Officer, FOUNDER
- CRD
- #2491175
- Ownership
- 50% but less than 75%
DAVID CODMAN TURBEN
Chief Investment Officer, FOUNDER
- CRD
- #2591599
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,837,329 | -- |
| Non-Discretionary | $8,713,650 | -- |
| Total | $42,550,979 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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