Turgeon & Co

Turgeon & Co provides investment advisory services primarily to individuals, families, high‑net‑worth clients, trusts and estates, and small business owners, offering portfolio management, asset allocation, investment selection, and financial planning on both discretionary and non‑discretionary bases. The firm implements client strategies through strategic model portfolios and typically uses ETFs, with mutual funds or individual securities employed when deemed appropriate.

The firm’s investment approach is long‑term and disciplined, grounded in strategic asset allocation, diversification, and modern portfolio theory, with an emphasis on low‑cost, liquid vehicles and periodic rebalancing. Portfolios are monitored on an ongoing basis with formal reviews at least quarterly, and the firm will selectively customize model portfolios for tax considerations, concentrated holdings, or other client‑imposed restrictions.

Compared with many solo independent advisers, Turgeon & Co reports a mix of institutional and corporate client types that are uncommon for its peer group — including a sovereign wealth fund, banking/thrift institutions, state and municipal government entities, insurance companies, other investment advisers, charitable organizations, corporations, and pension or profit‑sharing plans. The brochure also discloses a recent change in ownership/management and that the sole adviser maintains outside employment with a technology firm, details that may be relevant to prospective clients assessing the firm’s operational capacity and governance.