Collaborative Investment and Financial Planning With a Team You Can Trust
We work closely with you to craft a well-defined financial plan and investment strategy so you can turn your attention to what matters most.
Growing
(and Protecting)
Your Wealth
At Pring Turner, we understand that being focused only on growing a client’s wealth is short-sighted. The nature of portfolios is that they both gain and lose value in rhythm with, and are driven by, market fluctuations and other economic forces. The key is to achieve steady, consistent gains while minimizing losses. And that requires a level of foresight and market knowledge that’s uncommon in the industry.
How we can help
Our Financial Services
Investment Management
Our investment management service builds many layers of protection into your diversified investment portfolio. We are dedicated to generating the best risk-adjusted returns possible for you. Our “All-Season” approach emphasizes high quality, strong value, and income producing investments and is designed to adapt to the ever-changing economy and financial markets.
Financial Planning
We help craft a financial plan that fits your future. We do so by offering honest, effective, and creative financial advising that can guide you through accumulating, preserving and enjoying your family wealth. Tax efficient investing, charitable giving, contingency planning, retirement forecasting, and legacy preparation are tailored to your specific circumstances.
Sub-Advising Services
If you are a financial advisor or financial planner looking for an experienced partner with a proven track record to help manage your clients investment portfolios, our sub-advising service could be the solution for you. With this service, you partner with us as we manage diversified investment portfolios for your clients based on a unique business cycle strategy.
Our Methodology
The Pring Turner Advanced Investment Barometers™
At Pring Turner, we’re market and business cycle analysts and financial advisors to high-net-worth clients. We’re not passive tour guides. Our Advanced Investment Barometers (AIB) enable us to gauge market pressures and are designed to prepare you for all economic environments.
Our Clients
Who We Work With
We serve a diverse range of people, all with one common over-riding goal, to protect and grow wealth safely. We serve individuals, families, and financial advisors from all across the United States including:
- People Nearing Retirement
- Financial Advisors
- Retirees
- Business Professionals
- Business Owners
- Attorneys
- Growing Families
- Health Care Professionals
- Technology Professionals
Featured In
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
American Association of Individual Investors
About us
Experienced and knowledgeable investment advisors on your side.
As one of the most experienced financial advisory firms located in Walnut Creek (45 years in business), we provide highly personalized financial advice to you and your family. We work with you to develop a financial plan, plan for your retirement, build your diversified portfolio and continually monitor your investments. Our goal is to help put your money safely to work so you may enjoy a better life. Meet the Financial Advisor Team.
Learn how our unique approach and personalized advice can help you grow the value of your financial portfolio.
Resources
Keeping You Informed
Financial news and resources to help you make the right decisions.
A Soft-Landing Scenario Gains More Adherents but How Long Will it be Viable?
In February this year we wrote an article entitled A Funny Thing Happened on the Way to the Recession. It observed that the consensus of commentators was calling for a recession but concluded that such an outcome was unlikely. Our rationale was based on two things....
Rolling Right Along
Bottom line: while stock prices may take a short-term breather, we expect your portfolio to keep rolling right along.This past quarter, stock prices continued to advance as concerns about a spreading banking crisis eased. However, the market gains in the first half...
2023 Summer Client Event!
You can watch the entire 70-minute event by clicking the play button below or keep reading for the executive summary.Since our founding in 1977, we have successfully helped our clients navigate through many bull and bear markets – this includes periods of inflation,...