The Managed Accounts group markets Turner's investment services to individuals through partnerships with the nation's leading managed account programs. In these programs, financial advisors oversee separately managed accounts for affluent individual investors that combine the costs of investment counseling, portfolio management, and administration in one fee.
Through managed accounts programs, Turner’s investment services are available in a separate account structure, which permits investor's direct ownership in the individual securities, and provides the investor with better account reporting and improved control over taxes at year-end. If you are interested in learning more about Turner's product offerings, please contact one of the managed account sponsors provided below:
- Smith Barney
- CIBC Oppenheimer Investment Advisory Services
- Brinker Capital
- Russell Managed Portfolios
- DB Alex Brown Advisor Select
- Morgan Stanley
- Merrill Lynch Strategic Portfolio Advisor
- Charles Schwab
- Wachovia Securities
- Wachovia Wealth Management
- UBS
- Ameriprise Premier Portfolio Services
- AG Edwards
- Janney Montgomery Scott
- Scotia Bank
- US Bank
- Access Partners
- Envestnet
- Lockwood
- Nationwide
- Northern Trust
- Prima Capital - Folio
- US Fidicuary
- Raymond James
- Bear Stearns - Stratis
- Bank of America
- Access Partners
- LPL