%%fname%%, what if %%companyname%% could thrive in volatility, not just survive it?

Our white-labeled technical equity strategy slots into your offering. No extra staff, no new tech, no second-guessing the timing.

Why RIAs Choose Turner Capital Investments

Offer %%companyname%%'s clients protection and performance in one strategy without giving up control or adding internal complexity.

Dual Market Performance

Turner's Technical Equity strategy is engineered to generate gains in both rising and falling markets by utilizing inverse ETFs during downturns.

Transparent Client Management

Clients' assets remain in their own Schwab accounts, ensuring full transparency and control, while you maintain the primary advisory relationship.

Revenue Sharing Model

Benefit from a straightforward 50/50 revenue split, aligning our success with yours. No platform fees, hidden costs, or complex payout structures

Proven Methodology

Our strategy is based on a proprietary, rules-based approach that has been rigorously back-tested using historical data from major indices like the S&P 500 and Nasdaq 100.

Why IARs Choose Turner Capital Investments

Spend less time at %%companyname%% managing portfolios, and more time deepening client relationships.

Adaptive Investment Strategy

Our Technical Equity models adjust to market trends, aiming to capitalize on both upward and downward movements through strategic ETF allocations.

Built-In Risk Management

Our approach includes transitioning to money markets during uncertain periods, aiming to preserve capital when market trends are unclear.

Client Retention Tools

Provide clients with weekly performance updates and insights, fostering transparency and trust.

Simplified Implementation

Easily integrate our strategy into your practice via Schwab's Marketplace, with no additional staffing or technology requirements.

Why Gatekeepers Choose Turner Capital Investments

Give your affiliated firms access to a strategy that thrives in volatility without adding to your platform’s complexity.

Strategic Market Positioning

Turner's models are designed to switch between bullish and bearish positions based on market trends, utilizing a mix of leveraged and inverse ETFs.

Scalable Integration

Our strategies can be seamlessly incorporated into existing platforms, providing a turnkey solution for a broad advisor base.

Enhanced Advisor Offerings

Equip advisors with a strategy that aims to perform in various market conditions, potentially improving client satisfaction and retention.

Compliance and Oversight

Maintain oversight with our transparent reporting and adherence to a rules-based investment approach, facilitating compliance across your network.

Connect With a Strategist

The Technical Equity Suite

Our Technical Equity strategies are actively managed and designed to adapt to any market cycle using inverse ETFs during downturns and shifting to cash during transitions.

Talk To Our Team

TE-1x: Balanced Exposure

50% SPY / 50% QQQ in bull cycles
50% SH / 50% PSQ in bear cycles
Money market during transitions
Ideal for conservative, long-term growth

TE-2x: Accelerated Upside

50% SSO / 50% QLD in bull cycles
50% SDS / 50% QID in bear cycles
Money market during transitions
Designed for moderate-to-high risk tolerance

TE-3x: High-Octane Performance

50% UPRO / 50% TQQQ in bull cycles
50% SPXU / 50% SQQQ in bear cycles
Money market during transitions
Built for aggressive growth strategies and differentiation

How It'll Work for %%companyname%%

Step 1

Schedule a Discovery Call

We’ll meet with the %%companyname%% team to understand your structure, client expectations, and growth objectives.

Step 2

Review the Strategy & Compliance Materials

Based on your firm’s model, we’ll outline how Turner Capital’s rules-based approach can support AUM growth, reduce drawdown risk, and elevate your client value proposition.

Step 3

Launch & Scale

Once approved, Turner Capital handles execution and reporting while %%companyname%% stays client-facing, making it easy to scale without additional lift.

Offer More Than Just Growth.

Offer Protection.

Pick a time on our calendar that works for you. We’ll walk you through how Turner Capital supports firms like %%companyname%% with downside protection and growth-focused execution.

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