Entities

Entities

 

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At Turquoise Wealth Management, we have over a decade of experience investing for institutions, including Municipalities and Public Funds, as well as other Institutions and Businesses, including Non-Profits.

We advise clients on appropriate Investment Policy and help them create and comply with their own Investment Policy Statement (IPS).
For Statutorily restricted Public Funds, we have expertise in the Fixed-Income space and specifically in how to make the most of statue limited investment options.

For Entity clients, the minimum account size for Fixed Income only is $5,000,000, and accounts with a policy including equities have a minimum of $1,000,000.
 


 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Turquoise Wealth Management, LLC are not affiliated.

 

Turquoise Wealth Management
300 Main St. Suite 401
Lafayette, IN 47901
Phone: 765-637-7920

   
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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AK, CO, FL, IL, IN, MI, MO, NV, NY, TN, TX. Cambridge and Turquoise Wealth Management, LLC are not affiliated.