Walnut Creek, California
Pring Turner Investment Mangement is a fee-only financial advisor based in Walnut Creek, California. The firm serves the Walnut Creek, Danville, Alamo, Pleasanton, Orinda, Lafayette, Moraga, Pleasant Hill, and broader San Francisco Bay Area. Since 1977, the firm has specialized in providing personalized financial advice, financial planning, and investment management services to individuals, organizations, and other financial advisors.
The All Season Investment Solution
Three out of four major stock market declines (-20% or more) have occurred during economic recessions. Recovering from these big losses can be a difficult and more importantly, stressful endeavor. With that in mind, doesn’t it make sense to have two game plans? One to grow wealth in favorable periods and another to protect during recession led bear markets? We think so… and this is precisely the All-Season investment approach created and utilized at Pring Turner.
Serving the Needs of Conservative Investors
Pring Turner invests on behalf of individuals, organizations, and financial advisors that appreciate a conservative and active investment style that aims to deliver consistent results without taking undue risk. No two clients are exactly alike, however each of our clients has unique investment goals with one common overriding emphasis: protection of the wealth they worked so hard to accumulate.
Proven Investment Track Record
The proof is in our long-term investment performance. Over several decades, covering multiple bull and bear markets, our All Season process has delivered steady growth while taking roughly half the market risk. Our overriding goal is to help you reach your financial & investment goals with peace of mind.
Internationally Recognized Investment Strategy
In 2012, Dow Jones Indexes validated the Pring Turner All-Season investment strategy and created their first active business cycle index, the Dow Jones Pring U.S. Business Cycle Index. The index was developed as a unique tool for measuring our investment strategy that dynamically adjusts as the economic landscape changes. All told, the Pring Turner investment team has accumulated over 130 years of investment experience and authored more than 20 investment books.