Investment Management Services

We are an investment manager primarily for private clients typically with at least $2 million of investable assets. We offer a customized approach to investment management and utilize a range of individual equity and fixed income investments. We provide our services to clients on a discretionary basis using separately managed accounts. Each client at Turtle Creek works with an individual portfolio manager. Portfolio managers focus on developing investment strategies and portfolios that are consistent with a client’s and investment objectives. We focus on serving individuals, families, and institutional clients.