A complete list of active advisors currently associated with Taurum Retirement Partners, LLC

Warmer can help you find a great advisor at Taurum Retirement Partners, LLC or one who fits your needs even better.

Taurum Retirement Partners is a boutique investment management firm that serves individual and high‑net‑worth clients through discretionary portfolio management and by selecting third‑party asset managers. The firm manages roughly $158.8 million in client assets across about 127 client relationships and supports its advice with ongoing monitoring and periodic reporting. The firm builds customized portfolios using Modern Portfolio Theory and fundamental analysis, typically implementing actively managed mutual funds, ETFs, equities, bonds and, when appropriate, alternative investments (generally limited to 30% of a portfolio). Services include continuous rebalancing, limited financial‑planning techniques to complement portfolio management, and access to third‑party platforms (including a variable‑annuity program) as part of its implementation toolkit. What distinguishes the firm from many peers is its documented use of leverage and derivatives in separately managed accounts — the brochure discloses the use of margin and options strategies as part of its trading toolkit when suitable for a client. The firm’s managing member is also a licensed insurance agent who sells life, disability and fixed annuity products (devoting up to about 10% of his workweek and receiving customary insurance commissions), a dual role the brochure discloses as a potential conflict of interest.

To learn more about the advisors currently working at Taurum Retirement Partners, LLC, 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.