A complete list of active advisors currently associated with Turner Capital Investments, LLC

Warmer can help you find a great advisor at Turner Capital Investments, LLC or one who fits your needs even better.

Turner Capital Investments, LLC provides discretionary portfolio management and sub-advisory services primarily to affluent individuals and business entities. The firm generally requires a $250,000 minimum to open a relationship and reports managing approximately $107 million for about 333 client accounts. TCI employs very actively managed, market‑directional strategies that focus on stocks and ETFs rather than bonds or mutual funds; clients select from distinct technical trading strategies (e.g., the TMI series) and accounts are managed to the chosen strategy’s rules. Those strategies explicitly include the use of leveraged and inverse ETFs (1x, 2x, and 3x variants) and proprietary algorithms to generate buy/sell signals, and the firm emphasizes quantified downside risk and the possibility of concentrated positions. Distinctive features include operating five offices while maintaining a small advisory team and serving a relatively large client base per advisor, and a documented supervisory framework added to govern the intentional use of leveraged index ETFs. The brochure also discloses business arrangements such as sub‑advisory relationships, a marketing relationship with an ETF provider (ProShares), and the firm’s acknowledgement that leveraged ETFs use derivatives and require ongoing monitoring and rule‑based exits.

To learn more about the advisors currently working at Turner Capital Investments, 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.