INDIVIDUALS/FAMILIES

We take a comprehensive approach to investment planning, learning all we can about our clients’ current circumstances. In this way, we are able to design an individualized plan to help meet their financial needs and will recommend only those products and services we deem most appropriate to each of our client’s investment strategies.

INSTITUTIONS

From helping our clients evaluate money managers and portfolio performance to conducting extensive research and due diligence to find the fund that fits their needs just right, Turczan Investment Consulting Group will roll up our sleeves and function as an off balance sheet Investment Officer – supporting and enhancing the capabilities of the Investment Committee, CFO and back office. We offer complete lucidity and personalized, progressive investment advice that is objective and intended to help you cultivate and preserve your institution’s wealth.