A complete list of active advisors currently associated with BOS Taurus
Warmer can help you find a great advisor at BOS Taurus or one who fits your needs even better.
Bos Taurus LLC provides ongoing discretionary portfolio management and one-time financial planning primarily for individual clients. The firm reports roughly $17.25 million in assets under management, two advisors, 17 clients, and offers services with no account minimum, reflecting a focus on individual (non‑HNW) relationships rather than a high‑net‑worth client base. The firm documents client goals and risk tolerance in an Investment Policy Statement and uses a mix of analysis methods—charting, cyclical, fundamental, quantitative, modern portfolio theory and technical analysis—to guide allocations. BT implements both long‑ and short‑term trading and may employ margin, short sales, option strategies and cryptocurrency exposure, executing trades under discretionary authority on behalf of clients. Notable distinctions include the combination of a small client base and the use of higher‑risk instruments and trading techniques that are less common among similarly sized supported firms. BT also requires clients to custody assets with Interactive Brokers, does not aggregate block trades for multiple accounts, and delivers financial plans as a one‑time service rather than as an ongoing reporting relationship.
To learn more about the advisors currently working at BOS Taurus, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Diamond Bar, CA
| 1
| |
Diamond Bar, CA
| 1
|
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