Turgeon & Co

Turgeon & Co LLC is a newly established, state-registered investment adviser that offers discretionary and non‑discretionary portfolio management, model-portfolio implementation, and financial planning primarily for individuals, high-net-worth individuals, families, trusts and small business owners. The firm reports $0 in regulatory assets under management at the time of the brochure and operates as a single-advisor limited liability company.

The firm’s investment approach emphasizes strategic asset allocation, diversification, and long-term portfolio construction, generally implemented through low‑cost ETFs and a suite of model portfolios aligned to varying risk tolerances. Portfolios are typically managed on a discretionary basis with selective customization available for tax considerations, concentrated holdings, client-imposed restrictions, and, in limited circumstances, advice or management of held-away assets.

Compared with many investment-manager peers that primarily run pooled or institutional mandates, Turgeon & Co is notable for its startup, single-advisor structure with no AUM at inception and for disclosed outside-business activities, including non‑advisory consulting to an unaffiliated fintech developing AI-based trading tools and anticipated separate employment in investment banking. The firm also states it does not accept proxy-voting authority, recommends a modern custodian platform (Altruist) for client accounts, and does not sponsor wrap-fee programs.