Look, I’ll be straight with you right off the bat. When I first heard about Turner Investments, I was skeptical as hell. Another financial firm promising the moon? Yeah, I’ve heard that song before, and it usually ends with someone’s wallet looking pretty sad.
But here’s the thing. Sometimes you gotta take a leap, right?
How I Actually Found These Guys
So there I was, sitting at my kitchen table at like 2 AM (because apparently that’s when I make all my important life decisions), scrolling through investment options. My buddy Mike had mentioned Turner Investments after he’d worked with them for his retirement planning. Mike’s the type who researches everything down to which brand of paper towels absorbs best, so when he recommends something financial, I listen.
The next morning, I reached out. Honestly expected the usual runaround, but their response time was pretty solid.
First Impressions Matter (And They Knew It)
My initial consultation was with this advisor named Robert. No fancy sales pitch, no pressure tactics. Just real talk about where my money was, where I wanted it to go, and whether they could actually help me get there.
That conversation lasted about 45 minutes, and I’m not gonna lie, I appreciated that he didn’t treat me like an idiot when I asked basic questions. We’ve all been in those situations where someone makes you feel dumb for not knowing the difference between a Roth IRA and a traditional one, right? None of that here.
The Good Stuff (Because There’s Plenty)
After six months with Turner Investments, here’s what’s actually worked for me:
Transparency – They break everything down in language that doesn’t require a finance degree. When fees come up, they’re upfront about it. No hidden surprises that show up three months later.
Accessibility – I can text my advisor. Like, actually text him. You know how rare that is? Most places make you schedule a call two weeks out just to ask a simple question.
Strategy that makes sense – They didn’t try to sell me on some wild, aggressive portfolio that would’ve kept me up at night. Instead, they looked at my actual situation (married, two kids, mortgage, the whole deal) and built something that fits my life.
Regular check-ins – Every six weeks or so, I get a call. Not to sell me anything new, just to see how things are tracking and if anything in my life has changed that might affect my financial goals.
The Not-So-Perfect Parts (Because Nothing Is)
I’d be lying if I said everything was sunshine and rainbows. Their online platform? It’s functional, but it ain’t winning any design awards. Sometimes it feels like I’m navigating a website from 2015. Gets the job done, sure, but it could use a facelift.
Also, if you’re the type who wants to day trade or constantly move money around, this probably isn’t your spot. They’re more focused on long-term strategy, which works for me, but might frustrate someone looking for more active management options.
What About the Returns?
Here’s where things get interesting. I’m up about 7% over these six months, which honestly feels pretty good considering the market’s been doing its usual rollercoaster thing. Are these numbers gonna make me retire next year? Nope. But they’re beating my old savings account by a country mile, and I’m sleeping fine at night.
The real value, though? It’s knowing someone’s actually watching this stuff while I’m busy living my life. I don’t have time to monitor market trends every day, and frankly, I don’t want to.
The Communication Game
Every month I get a statement that actually makes sense. Revolutionary concept, I know. They also send out these market updates that aren’t filled with doom and gloom or overhyped predictions. Just straightforward info about what’s happening and what it might mean for people like us.
When the market took that dip back in August, Robert called me before I even had a chance to panic. Walked me through what was happening and why our strategy didn’t need to change. That kind of proactive communication is worth its weight in gold.
Should You Actually Consider Them?
Here’s my honest assessment. If you’re looking for a firm that treats you like a person and not just an account number, Turner Investments is worth a conversation. They’re not perfect, and they’re not trying to be the flashiest option out there.
What they are is solid, reliable, and genuinely interested in helping you meet your goals without the BS.
I’m not saying they’re right for everyone. If you want cutting-edge tech and fancy apps, keep looking. But if you want actual human beings who know your name and understand your situation? Yeah, give them a shot.
Six months in, I’m sticking with them. That’s probably the best review I can give.