Turner Miller Financial Group
Jim Turner
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Investment Philosophy And Mission Statement
Our investment philosophy starts with a customized portfolio that meets your goals and risk profile.
We achieve this by sitting down with you to create your personal financial plan. We then strategically pick diversified investments across geography and asset classes. The customized portfolio is designed to weather volatility of markets and provide a disciplined framework for making good investment decisions.
The underlying investments are carefully screened and selected based on their value and their ability to perform relative to their prescribed role in the portfolio. Each portfolio is regularly monitored and rebalanced as needed to ensure alignment with your objective and risk profile.
Jim Turner
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Beth Miller
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Kristine Moore
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