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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 how to make the most of statute limited investment options.
For Entity clients, the minimum account sized for Fixed Income only is $5,000,000 and accounts with a policy including equities have a minimum of $1,000,000.
Typically our advisory fees are capped between $25,000 to $40,000 annually per client with only investment and platform costs beyond that as applicable (sometimes a low as 3bps).*
*This is only a guideline and we will negotiate an appropriate fee structure for services before formalizing a relationship.
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.