The Firm: Who we are
Limitless Capital Management is an independent investment advisory firm built on a foundation of intensive research, active management, and a conviction that true potential is limitless. Founded by Marcus A. Turner, we provide discerning investors with high-quality investment management and strategic advisory services, aligning our success directly with the success of our clients.
Our Story
Limitless Capital Management was founded in the wake of the 2008 financial crisis, born from a fundamental belief that the financial services industry needed to return to its core purpose: putting client interests first. After witnessing the fear and frustration of investors firsthand, founder Marcus A. Turner was driven to build a different kind of firm—one guided by sober perspective, long-term discipline, and the timeless principles of value investing.
Our name reflects our core philosophy. We believe the only true boundaries are those we set for ourselves. This drives us to challenge the status quo, think creatively about risk, and seek superior, risk-adjusted returns through exhaustive research and a business-owner mindset.
The Founder's Journey & Leadership
Guided by Discipline, Rigor & Strategic Partnership
Marcus A. Turner’s path to founding LCM synthesizes three powerful disciplines: the resilience of a professional athlete, the systematic thinking of a published author, and the strategic acumen of an institutional investor and board advisor. This unique convergence shapes our firm’s culture and our approach to capital.
1. The Athletic Foundation: A Mindset for Performance
For seven years as a professional basketball player in Europe, Marcus developed the core mental framework he applies to investing:
Discipline Under Pressure: Executing a deliberate process amidst market volatility and noise.
Resilience Through Cycles: Maintaining a long-term orientation through inevitable periods of underperformance.
Team Dynamics: Fostering a culture where individual excellence and rigorous debate lead to collective success.
2. The Intellectual Framework: Author & Value Investor
Marcus transformed this performance mindset into an investment philosophy through intensive, self-directed study of Graham, Dodd, and Buffett. He articulates and refines these principles as a published author, with works like The Mindset of Limitless and Value Beyond Numbers exploring the psychology and discipline required for long-term investing. This commitment to foundational thinking ensures our strategy is principles-first.
3. The Strategic Execution: Board-Level Capital Allocation & Partnership
The final component of our approach is forged in the boardroom and through direct partnership with entrepreneurs. Marcus’s leadership extends beyond public markets into building institutions:
Institutional Partnership: As a Managing Partner of Cogito Capital Group, he has helped develop and hone the rigorous analytical frameworks that underpin LCM’s investment process.
Board-Level Strategy: He serves as a board advisor to several small and mid-size businesses, applying a capital allocator’s mindset to help scale operations and structure for enduring value.
Philanthropic Capital: As Founder and Chairman of The New Tenth Foundation, he directs catalytic capital toward education and opportunity, applying the same strategic lens used in LCM’s investments.
The Synthesis at Limitless Capital Management
At LCM, these threads combine. We are not just asset managers; we are strategic partners who use a business-owner's mindset, a performer's discipline, and a board director's strategic lens to allocate capital. We seek intrinsic value in markets and in the leaders we back, believing this multidimensional approach offers a distinct edge.
"My entire journey converges on a single idea: that excellence in any field requires a disciplined process, a long-term perspective, and the courage to think independently. That is the culture we are building at Limitless."
Explore the Full Narrative:
Our Approach
We are inherently skeptical critical thinkers, who take no Wall Street ‘fact’ on faith. We analyze every investment as an ownership interest in an actual business, focusing on its underlying intrinsic value rather than its daily share price.
Our process is built on four key pillars:
Goals: We work with clients to create clear, appropriate, and measurable investment goals.
Balance: We develop suitable asset allocations using broadly diversified holdings to manage risk.
Cost: We are relentless in minimizing costs and managing for tax efficiency, recognizing that costs are a permanent drag on returns.
Discipline: We maintain perspective through market cycles, avoiding the emotional pitfalls of market timing and performance chasing.
Marcus A. Turner, Catalyst
Message from the Founder
I founded Limitless Capital Management Inc. to solve a fundamental problem I saw in the industry: successful business leaders often get standard, cookie-cutter advice for their non-standard, complex wealth.
You've dedicated your life to building something exceptional. Your financial life—the culmination of your business decisions, liquidity events, and high-stakes compensation—demands an equally dedicated, tailored approach.
As a 100% employee-owned Registered Investment Advisor, our structure ensures that our singular focus is on you. We don't report to shareholders or push proprietary products. We sit on your side of the table, offering completely objective advice guided by the Fiduciary Standard.
We are committed to providing every client is to provide the clarity and confidence needed to translate business success into personal financial security. We take on the complexity so you are free to focus on what you do best: leading your business and living your life.
Marcus Turner
Founder and CEO, Limitless Capital Management Inc.
Our Focus on Complex Wealth
1. Expertise in Concentrated Wealth & Executive Compensation
We don't manage wealth for the average investor. Our firm specializes in the financial complexities tied to business ownership, liquidity events, and high-value executive compensation.
This includes:
Pre- and Post-Sale Planning: Managing proceeds and minimizing tax impact from the sale of a business.
Concentrated Stock Diversification: Creating disciplined strategies to hedge and transition large, single-stock positions.
Optimization of Stock Options (ISOs & NQSOs): Integrating complex equity awards into your holistic wealth plan.
2. Objective Advice. Zero Conflicts. (The Structure Advantage)
Our 100% employee-owned RIA structure guarantees that our investment recommendations are based purely on your goals. We have no proprietary products to sell and no outside shareholders to satisfy. Our singular focus is on providing you with conflict-free, objective advice under the legal and ethical mandate of the Fiduciary Duty.
3. A Bespoke Process as Unique as Your Ambition
We create truly custom wealth architecture. Your plan goes beyond market returns to include:
Integrated Tax & Legal Strategy: Seamless collaboration with your existing CPAs and attorneys.
Proactive Life-Goal Alignment: Structuring wealth around planned life transitions, philanthropy, and generational transfer.
Direct Senior Advisor Access: You work directly with the decision-makers on your account—always.
Our Fiduciary Promise
As a 100% employee-owned RIA, we are legally and ethically bound to always put your interests first.
Ready for a wealth strategy as independent as you are?
THE BESPOKE EXPERIENCE: OUR PROCESS
Unlocking Your Unique Financial Journey: Introducing the Bespoke Experience
At Limitless Capital Management, we believe that every financial journey is as unique as the individual behind it. Our Bespoke Experience is a comprehensive, personalized process designed to create financial solutions that fit your life, values, and aspirations like a perfectly tailored garment.
1. The Consultation: Understanding Your Story
Your journey begins with a deep, purposeful conversation. We take the time to understand your story—your dreams, challenges, and financial landscape. Whether you’re planning for retirement, preserving your legacy, or navigating a significant life transition, we listen intently to uncover what truly matters to you. This intimate consultation allows us to design strategies that reflect your unique identity and goals.
2. The Concept: Crafting Your Vision
In this stage, we transform your aspirations into tangible, actionable strategies. Drawing on our expertise in economic restructuring, capital advisory, and innovative investment solutions, we help you discover the optimal path forward. We consider every detail—your risk appetite, time horizon, preferences, and values—to craft a bespoke plan that aligns seamlessly with your life.
3. The Measure: Refining Your Solution
Creating a tailored financial solution requires more than just numbers—it demands a deep understanding of your lifestyle, priorities, and long-term objectives. Using insights gathered during the consultation and concept stages, we refine your plan to ensure it fits your unique profile. The result is a finely tuned strategy that balances risk, diversification, and growth to meet your needs.
4. The Create: Bringing Your Plan to Life
Crafting enduring financial solutions is an artisanal process. We take pride in designing strategies that are as unique as you are. From selecting the right investment vehicles to implementing your plan with precision, we ensure every detail is executed flawlessly. And because life is dynamic, we continuously adapt your plan to reflect your evolving needs and circumstances.
5. The Impact: Achieving Your Goals
The Bespoke Experience doesn’t end with implementation—it’s an ongoing partnership. We monitor your progress, provide regular updates, and make adjustments as needed to keep you on track. Our goal is to help you achieve financial freedom, security, and impact, empowering you to live a life of purpose and abundance.
Discover the art of bespoke financial solutions tailored to your uniqueness. Experience the Bespoke Experience with Limitless Capital Management today.