%%FirstName%%, 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 Capital Investment's 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.
Fee Sharing
Model
Benefit from a straightforward fee split that aligns incentives and simplifies your bottom line. 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 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.
Flexible Account Control
Retain full control of your client relationships while leveraging our strategy behind the scenes. No branding conflicts or interference, just seamless alignment with your practice.
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 Capital Investment'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.
The TCI Suite
Our strategies are actively managed and designed to adapt to any market cycle using inverse ETFs during downturns and shifting to cash during transitions.
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 Investment’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 Investments 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 VP's calendar that works for you. He’ll walk you through how Turner Capital Investments supports firms like %%CompanyName%% with downside protection and growth-focused execution.
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GET IN TOUCH
1-855-678-8200
9442 Capital of Texas Highway N
Arboretum Plaza 1 Suite 500
Austin, TX 78759
(In-person by appointment only)