Turner Capital Investments, LLC

Turner Capital Investments, LLC is a registered investment adviser based in Austin, Texas, established in 2007 by Michael Turner. The firm offers advisory services based on specific portfolio models tailored to clients' investment objectives. Clients select from various models, with individualized investment advice considering factors like financial situation, goals, and risk tolerance. Turner Capital's investment strategies focus on stocks, ETFs, covered call options, and put options, with a non-diversified approach. The firm charges annual management fees ranging from 0.8% to 2.00% based on assets under management. Clients have the ability to move in and out of portfolio models, with accounts reviewed regularly to ensure alignment with client goals. The firm manages discretionary assets of approximately $73.5 million and does not engage in performance-based fees. Turner Capital Investments does not sponsor wrap fee programs and does not have any disciplinary history. The firm does not participate in directed brokerage and clients' assets are held at qualified custodians. Clients retain ownership of their securities and are responsible for voting proxies. Turner Capital Investments emphasizes transparency, client-centric services, and adherence to fiduciary duties.