TURNING POINT ADVISORS, LLC

Overview

Turning Point Advisors, LLC is a small, fee-based registered investment adviser operating as a limited liability company. The firm’s advisory work centers on portfolio management for individuals and small businesses, with a client base that includes both individual and family investors as well as some institutional relationships. Investment activity is concentrated in publicly traded pooled vehicles—primarily mutual funds—rather than direct stock selection or broad alternative allocations. The firm reports a majority of its assets managed on a discretionary basis and does not identify as an active ESG investor or a multi-state adviser. Its ownership is individual, and its fee model is a percentage of assets under management.

Assets & Accounts

Investments & Alternatives

Location & Offices