TURPIN & ASSOCIATES INC

Overview

Turpin & Associates Inc is a small, equity-focused advisory firm serving individual, family and some institutional clients. The firm provides portfolio management for individuals and small businesses and offers pension consulting services. Its business model is fee-based, charging a percentage of assets under management, and it is affiliated with an insurance company. The firm's filings indicate a clear preference for exchange-traded equities as the primary vehicle for client portfolios; it does not list itself as an active ESG investor or a multi-state adviser. Investment activity centers on managing separately managed accounts (SMAs) and discretionary portfolios for a concentrated client base. The mix of advisory and pension consulting work suggests the firm balances individual wealth management needs with plan-level recommendations, typically using liquid, publicly traded instruments to implement investment strategies.

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