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Pring
Turner Capital Group
Registered
Investment Advisors
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Pring Turner Capital Group
manages portfolios (on a fee-only basis) for investors seeking steady
growth and income. Joe D. Turner founded the firm in 1977 with the
objective of offering investors superior safety of capital while
providing competitive rates of return.
Pring Turner has a proven investment philosophy for the management of
client portfolios. These are composed of high quality stocks and bonds
that are selected for their ability to provide the most income and
attractive growth potential. Your portfolio safety is important to us.
Economic research, developed by our firm, signals the best time to
invest in stocks, bonds, and inflation hedge assets. Each portfolio is
diversified among these various asset classes and then continuously
monitored and adjusted, as needed, to capitalize on investment trends.
The partners at Pring Turner work closely with you to design an
investment plan that will protect the wealth you worked so hard to
accumulate.
Investment Strategy
Our philosophy stands on four very important principles, each
contributing to the safety of your portfolio while providing for steady
growth.
1.
Invest for Income: Investments
for income will always provide a safe, constant flow of returns to
your portfolio in volatile markets. Companies are selected for their
ability to consistently increase their earnings and dividends. These
stocks tend to have better stability and steadier growth. Bonds are also
emphasized for the attractive income they provide.
2.
High Quality Assets:
Only high quality financial assets with attractive current yields are
placed in your portfolio. These reduce volatility and increase safety.
Your peace of mind comes from knowing that your portfolio is composed of
stocks and bonds of superior, quality-rated companies.
3.
Value Investing: A
value approach is used for selecting stocks and bonds. History
demonstrates that using value criteria for investment selection improves
performance results, offering stable growth, better safety, and
generally higher levels of income.
4.
Asset Allocation: Pring
Turner has developed superior research tools that identify profitable
trends for stocks and bonds. Our nationally recognized research is based
on the principles of economic history, which identifies the conditions
that cause the major trends of profitability for stocks and bonds.
Investment Research
Steady, consistent portfolio results are the product of a well-conceived
research program. Our primary mission is to invest in the rising
long-term trends for stocks and bonds, while avoiding periods of
declining trends. These large and profitable financial market trends are
very closely related to economic conditions. Economic expansions,
contractions and recessions have a distinct impact on financial markets.
Our research has been designed to anticipate when investors are most
likely to profit from investments.
Six Stages of the Business
Cycle
Financial markets
are linked in a logical, rational, and sequential relationship to
business activity. The profitable trends of bonds, stocks, and inflation
follow the normal sequences of business activity. We call this the "Six
Stages of the Business Cycle." By understanding this sequence,
we can anticipate the beginning of important market trends. Financial
markets have been following these business cycle sequences for 150
years. Our proprietary Barometers are used to identify which stage the
economy is in and to design the most profitable portfolio strategy for
each of the six stages.

Research Barometers
Our investment
disciplines are designed to identify the economic conditions where the
most profitable asset allocation can be achieved. We designed various
Barometers to sort through the flood of information from Wall Street and
the world each day. Each Barometer identifies the economic and monetary
forces that influence prices for that asset class.
S&P
Composite and the Stock Barometer

Barometers
help organize the economic data that recognize
investment trends, which optimize investing success.
Conclusion
Our mission is to create consistent results through a variety of market
conditions. The investment discipline of our unique research reduces the
uncertainties of the investment environment and makes clear the
decisions to be made for your portfolio for steady profits, safety and
capital preservation.
Why
Pring Turner?
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Pring
Turner offers over 65 years of combined
professional investment experience.
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Our
goal is capital preservation and steady growth for your
portfolio.
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We
keep you informed with investment bulletins notifying you of
changes to your portfolio.
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Convenient
withdrawal and monthly income choices to meet your individual
objectives.
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Open
door policy for direct access to us so we may answer all of your
questions.
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Easy
to read statements and performance reports.
The People Serving You
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Martin Pring has
provided research to the investment community since 1968. His research
has been highlighted in such publications as the Wall Street Journal,
Barron’s, and Investment Vision magazine among many
others. He has authored seven best selling books including: How to
Forecast Interest Rates, Technical Analysis Explained, and The
All-Season Investor. He is editor of the monthly publication "Martin
Pring’s InterMarket Review". Martin is the honored recipient
of the prestigious Market Technicians Association 2004 Annual Award for
his original contribution to technical analysis. |
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Joe Turner is president
of Pring Turner Capital Group and has been serving investors since 1968.
He has been providing fee-only investment management since 1977. Joe is
nationally known for his economic and business cycle research and has
lectured extensively around the country on these subjects. He has taught
graduate level courses at Golden Gate University in San Francisco on
business cycle investing, asset allocation, and stock market analysis. |
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Tom Kopas joined Pring
Turner Capital Group in 2002 after spending more than twenty years as a
financial consultant with major Wall Street brokerage firms, most
recently with Merrill Lynch. Tom’s strength is his old fashioned style
of helping his clients understand and navigate the investment world. Tom
has taught numerous investment and retirement planning courses, covering
topics on portfolio management, taxes, estate planning, and municipal
securities. He is a frequent guest speaker on retirement planning
issues. |
If
our investment philosophy matches your requirements,
please call for a personal consultation.
Pring Turner
Capital Group
1600 S. Main Street, Suite 375
Walnut Creek, CA 94596-5397
800-700-9737 ·
925-287-8527
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