Jaclyn Merchant's Colleagues at Turtle Creek Management
Jaclyn Merchant's Contact Details
N/A
Greater Boston
Turtle Creek Management
Jaclyn Merchant's Company Details
Turtle Creek Management, LLC is independently owned and managed by two principals and has no affiliation with any outside broker-dealer. The firm is exclusively in the business of providing investment advisory services to clients. Since its initial founding, the firm has grown to over $2.8 billion in assets under management. As a Registered Investment Advisor (RIA) the firm is registered with the Securities and Exchange Commission (SEC).In 2009, Turtle Creek Trust Company, LTA (TCTC) was established to provide trust services to a group of high net-worth families and individuals. The trust capability is a valuable complement to investment management clients who can utilize the services of a professional fiduciary as needed. The Texas Department of Banking granted the charter to TCTC and is the primary regulator for the trust operations.