Business Details
46 Years
experience
Your Trusted Partner for Financial Planning & Investment Management
Pring Turner has been a trusted name in financial advisory services for over four decades, providing personalized investment strategies and comprehensive financial planning. Our team of seasoned professionals specializes in crafting tailored solutions that align with individual client goals, emphasizing risk mitigation and long-term wealth preservation. With a proven methodology rooted in business cycle analysis, we help clients navigate market fluctuations while maintaining a disciplined approach to portfolio management. Our commitment to transparency and client-centric service has earned us a reputation for reliability among high-net-worth individuals and financial advisors nationwide.We combine deep market expertise with a conservative investment philosophy to deliver consistent returns while minimizing downside exposure. Our unique sub-advising services extend these benefits to financial professionals seeking expert portfolio management for their clients. Backed by decades of experience and a track record of adapting to changing economic conditions, we remain dedicated to helping clients achieve financial security through personalized guidance and strategic foresight.
Services
Financial Planning
Investment Management
Sub-Advising Services
Portfolio Management
Market Analysis
Details
- Year established: 1980
Highlights and features
- We have 45 years of experience in financial advisory services.
- Our conservative investment philosophy prioritizes risk reduction.
- We offer personalized portfolio management tailored to individual needs.
- Our sub-advising services support financial professionals nationwide.
- We maintain a transparent, fee-only advisory structure.
Services
Financial Planning
Our financial planning services help clients create personalized strategies for retirement, tax efficiency, and legacy preparation. We provide comprehensive guidance on estate planning, investment management, and wealth transfer. With a focus on long-term security, our advisors work closely with clients to develop tailored solutions that adapt to changing life circumstances and market conditions.
Investment Management
Our investment management service builds diversified portfolios with multiple layers of protection against market volatility. We employ a conservative approach emphasizing high-quality assets and business cycle analysis. Clients receive customized portfolio strategies designed to generate consistent returns while minimizing downside risk through active management and timely adjustments to economic shifts.
Sub-Advising Services
Sub-advising services provide financial professionals with expert portfolio management solutions for their clients. We offer business cycle-based investment strategies and personalized support to help advisors enhance their service offerings. Our team handles investment decision-making while maintaining transparent communication with both advisors and their clients to ensure alignment with financial goals.
Market Analysis
Our market analysis utilizes proprietary tools like the Advanced Investment Barometers to assess economic conditions and market trends. This data-driven approach helps clients anticipate market changes and adjust portfolios accordingly. By analyzing historical relationships between asset classes, we develop strategies that aim to optimize risk-adjusted returns across different economic environments.
Wealth Preservation
We specialize in wealth preservation strategies that protect assets during market downturns while maintaining growth potential. Our conservative investment philosophy focuses on high-quality securities and defensive portfolio structures. Clients benefit from strategies designed to reduce volatility and maintain purchasing power over time through careful risk management and diversification techniques.
People
Martin Pring
Investment Strategist
Martin Pring is an award-winning investment strategist with decades of experience in market cycle analysis. He developed the proprietary Advanced Investment Barometers used for economic forecasting. His expertise in business cycle investing forms the foundation of the firm's approach.
Joe Turner
Founder, Emeritus Market Strategist
Joe Turner co-founded Pring Turner with over 40 years of experience in financial markets. As Emeritus Market Strategist, he contributed to developing the firm's conservative investment philosophy. His insights continue to influence the firm's approach to portfolio management.
Tom Kopas
Investment Advisor
Tom Kopas serves as an Investment Advisor with extensive experience in portfolio management. He works closely with clients to implement personalized investment strategies aligned with their financial goals. His approach emphasizes risk-adjusted returns and long-term wealth preservation.
Pamela Iwaszewicz
Financial Advisor
Pamela Iwaszewicz is a Certified Financial Planner with expertise in comprehensive financial planning. She helps clients navigate retirement planning, tax efficiency, and estate preparation. Her client-focused approach ensures personalized solutions tailored to individual needs and life circumstances.
Jim Kopas
Investment Advisor & Chief Compliance Officer
Jim Kopas is a Chartered Financial Analyst and serves as both Investment Advisor and Chief Compliance Officer. He oversees portfolio management while ensuring regulatory compliance. His dual role ensures both investment expertise and adherence to industry standards.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning for retirement, tax efficiency, estate planning, and legacy preparation with personalized strategies tailored to individual goals.
How does your investment management approach work?
Our approach combines business cycle analysis with conservative portfolio management to generate consistent returns while minimizing market risk through timely adjustments.
Do you work with out-of-state clients?
Yes, we serve clients across the United States through personalized financial advisory services and remote portfolio management solutions.
What are your investment management fees?
Our investment management fees range from 0.70% to 1.00% annually based on assets under management with a transparent, fee-only structure.
How do you handle market downturns?
We employ a conservative investment philosophy focusing on high-quality assets and risk mitigation strategies to protect portfolios during market downturns.
What sub-advising services do you provide?
Our sub-advising services offer financial professionals expert portfolio management solutions with personalized support and transparent communication.
