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| Additional information |
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| Turner Investment Partners, Inc. |
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Mission statement:
The mission of Turner Investment Partners, Inc. is to give of ourselves:
To our clients: consistently superior investment returns combined with the highest level of client service.
To our prospects: a straightforward presentation of our logical and common-sense investment philosophy, approach, and process.
To those who serve us: courtesy, respect, and a timely response to any questions or comments.
To our employees: the opportunity for career growth in a positive and enjoyable work environment and, to the extent it is financially possible, compensation and benefits which are at the upper-end of industry levels.
To our employees' families: recognition of the importance of family to each employee and respect for each individual's family needs.
To each other: recognition of the personal dignity of each individual and, although we may have different talents, that we all contribute in a unique way to the firm's goals as a team.
To our profession: strict adherence to the CFA Institute Code of Ethics and the Standards of Professional Conduct and a commitment to the advancement of the CFA Institute.
To our community and society: a commitment to activism to see the communities and society in which we live prosper.
To ourselves: recognition that success is not necessarily defined by money or position, but by happiness in our daily lives and growth in human potential. |
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History:
In 1990, we started Turner Investment Partners in Berwyn, Pennsylvania, in a small office with a few computers and low overhead: staff members took little or no compensation that first year.
Original staff members included two brothers, Bob Turner and Mark Turner, and Christopher McHugh. Previously Bob had worked at Meridian Investment Company, Mark had been at First Maryland Asset Management, and Chris had been at Provident Capital Management.
"We saw an opportunity and thought of doing something on our own," Mark says. "Our biggest advantage was our naiveté; we didn't recognize the pitfalls of starting our own business. We had enough assets under management to keep the lights on and pay the bills."
By the end of the first year, however, our assets under management totaled $112 million. As of June 30, 2008, assets under management total approximately $26.8 billion (preliminary). We think our growth has been due mainly to our commitment to providing clients with a level of investment performance and service that we ourselves would expect if we were in the client's shoes. Our whole story has been as simple — and challenging — as that.
Today, Turner Investment Partners is a diversified entity providing investment management and distribution services. We offer institutional equity services, advise portfolios through relationships with managed accounts sponsors, and advise mutual funds that are part of the Turner Funds group as well as other fund families. Our clients include pension funds, foundations, public companies, other asset managers, financial advisors, and individuals.
Our history is as an independent firm, and we intend to remain that way: We think remaining independent will help us keep our interests in sync with the interests of clients. |
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