At Turquoise Wealth Management, we have over a decade of experience investing for institutions, including Municipalities and Public Funds, as well as other Institutions and Businesses, including Non-Profits.
We advise clients on appropriate Investment Policy and help them create and comply with their own Investment Policy Statement (IPS).
For Statutorily restricted Public Funds, we have expertise in the Fixed-Income space and specifically in how to make the most of statue limited investment options.
For Entity clients, the minimum account size for Fixed Income only is $5,000,000, and accounts with a policy including equities have a minimum of $1,000,000.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Turquoise Wealth Management, LLC are not affiliated.