TURNSTONE FINANCIAL

Overview

Turnstone Financial is a boutique adviser focused on individual and family clients, acting as both portfolio manager and allocator to outside managers. The firm runs discretionary strategies across a preference for equities, using exchange-traded instruments as its primary public-market vehicle and supplementing those exposures with mutual funds and selected external managers. Turnstone Financial is set up to charge clients via percentage of AUM, fixed fees and other arrangements, and it describes itself as a capital allocator—deploying client capital across internally managed sleeves and third-party managers where appropriate. The adviser became SEC-registered in 2021 and concentrates on direct portfolio management for smaller institutions and private clients rather than institutional pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices