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Gregory T

Series 65, Series 66

Novelty, OH

Turning Point Advisors, LLC

Gregory Taylor is a financial advisor with Turning Point Advisors, LLC, holding Series 65 and Series 66 credentials and 11 years of industry experience. He has worked at Turning Point Advisors since 2018 and previously was self-employed and worked at The Huntington Investment Company. Turning Point Advisors provides portfolio management and subadvisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm uses a combination of cyclical and quantitative analysis with long-term trading and model-driven asset allocation, incorporating leveraged and inverse mutual funds and ETFs as part of its strategies to manage risk and exposure.

Active portfolio management Concentrated stock management
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David T

CFP®, Series 63, Series 65

Novelty, OH

Turning Point Advisors, LLC

David Turben is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Turning Point Advisors, LLC since 2018. Prior to this, he worked at Huntington National Bank for five years. Outside of his advisory role, he owns Turben, LLC, a business related to his hobby of photography. Turning Point Advisors manages approximately $36 million for individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm employs a combination of cyclical and quantitative analysis with model-driven asset allocation, including the use of leveraged and inverse funds as part of its investment and hedging strategies.

Active portfolio management Concentrated stock management
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