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 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.

 

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

   
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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 Adviser.  Cambridge and Turquoise Wealth Management, LLC are not affiliated.
Due to the uncertainty of Covid-19, Turquoise Wealth Management has decided to conduct all appointments remotely until further notice. Protecting our clients’ safety and well-being is our top priority and we want to accommodate your needs in the best way possible. If you have any questions or concerns, please feel free to reach out to us!