More Choices Designed to Address Your Unique Needs
Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services. High net worth individuals, small business owners and families who desire the assistance of a financial advisor can call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.
We understand that you are interested in accumulating and preserving wealth. Many investors find that they need help navigating through the complexities of the financial choices available to them. One of these choices is to utilize a fee-based program available through J.P. Turner & Company Capital Management, LLC (a registered investment advisor). Through Turner, we provide you with access to a variety of fee-based third-party managers. With fee-based programs, you eliminate transaction-based commissions in favor of asset-based fees. By doing so, you gain a true partner whose interests align with your own.
A small amount of time spent learning about your options could make a significant impact on your quality of life. You owe it to yourself and your family to investigate how to improve your wealth management.
Intelligent investors are always looking for ways to potentially increase their portfolio's returns and reduce their portfolio's risk. To these ends, we use respected third-party money managers to implement our hyper-diversification and deep-diversification strategies. For example, Eqis Capital Seperate Account Management is just one of the many fee-based third-party plattforms we use. Tactical Allocation Group, LLC ("TAG") is another well regarded manager we often recommend. Both companies employ investment methodologies based on modern portfolio theory and empirical analysis. For more information on TAG, visit their web site --Tactical Allocation Group, LLC ("TAG") (by clicking on this link, you will be leaving the Chamberlin Financial Group web site).
Call us to discuss investment options that until recently were only available to individuals with large investment portfolios. We believe in a diversified approach to long-term investing.
For more information about how these programs can help you address your needs, please visit www.jpturnercm.com.
