TURNER FINANCIAL

Overview

Turner Financial is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its investment approach is equity‑centric: exchange‑traded equities are the most used asset type and equities are the stated preference. Turner Financial is not positioned as a capital allocator or an active ESG investor; instead it appears to implement portfolios using liquid public securities and third‑party investment managers for alternatives. Fee arrangements combine a percentage of AUM with fixed fees, consistent with advisory relationships that mix ongoing portfolio management and discrete planning or consulting engagements. The client mix includes individual and family households as well as institutional clients, which suggests the firm tailors services across retail and smaller institutional mandates rather than running large institutional pools.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices