Turner Capital Investments, LLC

Keith Smith is a financial advisor with Turner Capital Investments, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Turner Capital Investments since 2017 and is also involved with ERISA Group, LLC, where he provides employee benefits and fixed insurance services as a sole proprietor. Additionally, he serves as a senior account representative at Hub International Group, focusing on marketing employee benefits. Turner Capital Investments offers discretionary, strategy-based portfolio management primarily to affluent individuals and corporate clients, employing a market-directional, actively managed approach that utilizes technical trading strategies and proprietary algorithms. The firm manages approximately $128 million in discretionary assets and is noted for its use of leveraged and inverse ETFs and its role as a sub-advisor to other registered investment advisers.

Alexander Goodwin is a financial advisor at Turner Capital Investments, LLC in Austin, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Turner Capital Investments, he was a student for ten years. Outside of his advisory role, he manages ARX BTC, LLC, a bitcoin services business. Turner Capital Investments provides discretionary, strategy-based portfolio management to affluent individuals and corporate clients and serves as a sub-advisor to other registered investment advisers. The firm employs a market-directional, actively managed approach using technical trading strategies and proprietary algorithms, often incorporating leveraged and inverse ETFs.

Michael Turner is a financial advisor with Turner Capital Investments, LLC in Austin, TX, holding a Series 65 credential and 17 years of industry experience. He has worked at Turner Capital Investments since 2007 and currently serves as President of Thomas Meyer Investment Management, LLC. He is also President and software design architect at Turner Enterprises, Inc., which provides technical signals. Turner Capital Investments offers discretionary, strategy-based portfolio management to affluent individuals and corporate clients, employing a market-directional, actively managed approach that relies on technical signals and proprietary algorithms. The firm manages over $127 million in discretionary assets and serves roughly 715 client relationships with a small advisory team.