Hgturner Associates LLC

Overview

Hgturner Associates LLC is a small, fee-based advisory practice focused on portfolio management for individuals and small businesses. The firm manages all client assets on a discretionary basis and mixes traditional pooled strategies with allocations to third‑party alternative managers. Its fee model combines a percentage of assets under management with the option for hourly billing, which suits clients who need both ongoing management and ad hoc planning or consulting work. Investment activity shows a willingness to use outside managers for specialized exposures rather than building extensive in‑house product suites. The firm is not an active ESG investor and operates without a multi‑state registered footprint, reflecting a concentrated, locally oriented advisory practice. Client relationships appear geared toward hands‑on portfolio construction and manager selection for niche allocations alongside core mutual fund positions.

Assets & Accounts

Investments & Alternatives

Location & Offices