A complete list of active advisors currently associated with Topturn Capital, LLC
Warmer can help you find a great advisor at Topturn Capital, LLC or one who fits your needs even better.
Topturn Capital, LLC provides investment management, wealth management, financial planning and consulting to individuals (including high net worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. Services include discretionary and non‑discretionary portfolio management, comprehensive financial planning and advice related to employer‑sponsored plans and variable life/annuity products. The firm typically allocates client assets among independent managers, ETFs and individual securities and employs fundamental, technical and cyclical analysis in security selection. Topturn uses a proprietary, dynamic allocation model that explicitly includes stocks, bonds, digital assets and cash and adjusts weightings periodically while tailoring portfolios to clients’ risk tolerance and time horizon. Topturn’s brochure notes that the firm previously served as general partner and sponsor of a private fund (the Omnistrat Fund), which has since been liquidated, and that it may recommend private placements and pooled investment vehicles to accredited investors. The firm also discloses that certain supervised persons are licensed insurance agents who may recommend insurance products and receive commissions, and it identifies margin, leverage and other borrowing risks associated with certain accounts and private vehicles.
To learn more about the advisors currently working at Topturn Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, CA
| 35
| |
Clovis, CA
| 12
| |
Carmel, CA
| 26
|
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