Pring Turner

Pring Turner Capital Group provides discretionary and non-discretionary investment management and financial planning to individuals, IRAs, family trusts, corporations, foundations, corporate retirement plans, and other registered advisers. The firm also accepts sub-advisory engagements and works with plan sponsors, offering tailored investment services that integrate client objectives and risk tolerances.

Investment decisions are driven by an active asset-allocation process tied to a proprietary business-cycle framework (the firm’s “Six Stages” models), applied to conservative, balanced portfolios that emphasize quality, value, and income and generally exhibit low turnover. The firm may use hedging instruments such as inverse ETFs in certain market environments and incorporates both fundamental and technical analysis into its risk-management approach.

Compared with peers, Pring Turner is notable for managing nearly $297 million with a very small advisory team and for licensing proprietary business-cycle research from an affiliated technology entity to guide its allocations, a structural arrangement disclosed in its brochure. The firm also discloses that it recommends a particular custodian for trade execution and receives institutional services that support its operations—a relationship the brochure identifies as a potential conflict of interest though one the firm says it evaluates against client execution and custody needs.