J.P. TURNER & COMPANY Overview
J.p. Turner & Company Capital Mnagement Llc is an investment advisor that manages 451.9 MM dollars in regulatory AUM and has 152 employees, of which 152 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/15. The fund's latest filing disclosed 96MM in positions, representing 21% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/15. The fund's latest filing disclosed 96MM in positions, representing 21% of the manager's regulatory AUM.
J.P. TURNER & COMPANY StockAlpha
| Top 25% |
1yr StockAlpha
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Fundamental & Technical Factor Exposure
J.P. TURNER & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
J.P. TURNER & COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dean A. Vernoia | Chief Operating Officer | August-2003 |
| Rodney Kresge | Director | November-2010 |
| Clinton D. Gharib | Director Of Managed Products | November-2003 |
| Edward B. Woll | Chief Compliance Officer | October-2011 |
| Reed N. Lengel | Svp | December-2012 |
| Adam B. Simon | Vice President Of Operations | January-2005 |
J.P. TURNER & COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
J.P. TURNER & COMPANY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We select specific investments for your portfolios through the use of fundamental, cyclical, and technical analysis, as well as charting. Fundamental analysis is a method of evaluating a company that has issued a security by attempting to measure the value of its
underlying assets. It entails studying overall economic and industry conditions as well as the financial condition and the quality of the company’s management. Earnings, expenses, assets, and liabilities are all important in determining the value of a company. The value is then compared to the current price of the issuing company’s security to determine whether to purchase, sell or hold the security.
Cyclical analysis is a form of fundamental analysis that involves the process of making investment decisions based on the different stages of an industry at a given point in time.
Technical analysis is a method of evaluating securities by an...
Unlock Full Investment Process Description
We select specific investments for your portfolios through the use of fundamental, cyclical, and technical analysis, as well as charting. Fundamental analysis is a method of evaluating a company that has issued a security by attempting to measure the value of its
underlying assets. It entails studying overall economic and industry conditions as well as the financial condition and the quality of the company’s management. Earnings, expenses, assets, and liabilities are all important in determining the value of a company. The value is then compared to the current price of the issuing company’s security to determine whether to purchase, sell or hold the security.
Cyclical analysis is a form of fundamental analysis that involves the process of making investment decisions based on the different stages of an industry at a given point in time.
Technical analysis is a method of evaluating securities by an...
Unlock Full Investment Process Description
J.P. TURNER & COMPANY Portfolio Concentration
J.P. TURNER & COMPANY Location
ONE BUCKHEAD PLAZA
3060 PEACHTREE ROAD NW, 11TH FLOOR
ATLANTA, Georgia
UNITED STATES, 30305
3060 PEACHTREE ROAD NW, 11TH FLOOR
ATLANTA, Georgia
UNITED STATES, 30305
J.P. TURNER & COMPANY Contact Information
Phone Number: 404-479-8300
Fax Number: 800-833-1329
Website: null
Fax Number: 800-833-1329
Website: null
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