Bronx, NY Office

Bos Taurus provides ongoing portfolio management and standalone financial planning primarily for individual clients. Its brochure describes personalized Investment Policy Statements and discretionary portfolio management across mutual funds, ETFs, fixed income, real estate funds, annuities and cryptocurrencies.

The firm documents client goals and risk tolerance in an IPS and operates as a fiduciary, generally implementing strategies under discretionary authority. Its methods include charting, fundamental and quantitative analysis, and it uses both long- and short-term trading approaches as well as options, margin, and short-sale strategies.

Compared with peers, Bos Taurus is small in scale—two advisors reporting about $23 million in discretionary assets across roughly 21 clients—and discloses use of higher‑risk instruments and cryptocurrency exposure that are less common for similarly sized supported firms. The brochure also notes a required custodian (Interactive Brokers), no account minimum, and that the firm does not aggregate block trades, and the firm’s size and client statistics suggest it does not primarily target high‑net‑worth households.