Turken Investments LLC

Turken Investments provides investment management and financial planning services to individuals such as executives, professionals, entrepreneurs, retirees, and small business owners, including U.S. clients who may have family or business interests abroad. The firm was in the process of registering as an investment adviser and reported no assets under management as of mid‑2020.

Portfolios are built around a client-specific Investment Policy, informed by a risk‑assessment questionnaire and the adviser’s judgment, with an emphasis on asset‑class allocation and diversification using liquid instruments (mutual funds, ETFs, individual stocks and bonds, closed‑end funds and traded limited partnerships). The firm rebalances portfolios as needed and—unlike many investment managers—operates only on a non‑discretionary basis, requiring client authorization for trades.

Turken Investments charges asset‑based fees for ongoing management but also bills certain planning projects on an hourly basis, a practice that is relatively uncommon among peers in the investment‑manager category. The brochure also discloses a willingness to waive minimums in some cases, reliance on a named national custodian (Charles Schwab) that provides research and support (soft‑dollar benefits), and a policy of leaving proxy voting to clients rather than voting securities on their behalf.