Providing clients with a first-class financial advisory & wealth management experience requires a strong team. At Turtle Creek WealthCare, we believe in focusing on our core competencies & outsourcing the rest to carefully chosen partners who are experts in their respective fields.
We have a lot of talented resources working closely with us every day to oversee & manage clients' financial plans & investment portfolios. This approach allows us to provide a fuller range of high-touch services to clients, both in quality & efficiency, than if we did everything in-house, & at significantly lower costs than the average advisory firm. Most importantly, we are able to put our full attention where it belongs: delivering a level of advice & service to make the most of our client's lives.
Founded in 1999, Wealthcare Capital Management (WCM) is a pioneer of goals-based wealth management technology powering the future of financial advising through a suite of asset management & advising services. WCM’s patented, goal-based advising approach allows advisors to give their clients measurable confidence in exceeding their goals without unnecessary sacrifice to their lifestyle, while avoiding undue investment risk.
The company holds several groundbreaking U.S. & International patents for its wealth management system. The Company operates its technology licensing business serving the clients of advisors who are affiliated with both independent financial services & Fortune 500 companies. WCM also acts as a registered investment advisor overseeing approximately $1.2 billion in assets under management for clients in over 35 states through its network of financial advisors or third-party financial advisory firms. The professionals of WCM's financial planning, portfolio management, & trading teams provide TCWC and our clients an outstanding experience & first-class service.
Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, & offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.
Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety & security that is crucial in today's economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.
All Schwab accounts are protected by the Securities Investor Protection Corporation (SIPC) for up to $500,000 in securities including $250,000 in cash. The firm also provides an extra level of coverage from Lloyd’s of London for an additional $150 million in securities and up to $1.15 million in cash.
Folio Institutional delivers comprehensive solutions to financial advisors, professionals and institutions, and their clients around the world. Their focus on nurturing investment innovation has led them to provide a leading platform for enabling low cost diversification for clients of any size.
Folio Institutional is offered by FOLIOfn Investments, Inc., a self clearing broker dealer launched in 1999 to help individual investors achieve financial success with the best investment options available for a fair price. FOLIOfn Investments, Inc., is a wholly owned subsidiary of FOLIOfn Inc., which provides investment technology, management consulting and other services to financial services firms.
All accounts are protected by the Securities Investor Protection Corporation (SIPC) for up to $500,000 in securities including $250,000 in cash.