Taylor Financial Management Inc

The firm provides investment advisory services to individuals, trusts, and businesses, constructing and managing diversified portfolios tailored to each client's Investment Policy Statement. It delivers ongoing portfolio management on both discretionary and non-discretionary bases and charges fees calculated as a percentage of assets under management.

Investment decisions are driven primarily by fundamental securities analysis and a long-term, active portfolio approach that incorporates client goals, risk tolerance, and time horizon; mutual funds are evaluated using Morningstar and portfolios typically include stocks, bonds, REITs, ETFs, MLPs and limited covered-call activity. Accounts are reviewed at least quarterly by the firm’s sole advisor, and while the firm prefers clients not to grant discretionary authority, it will accept discretionary authority at a client’s specific request — as of 03/13/2025 just over $19 million of client assets were managed on a discretionary basis.

Distinctive aspects include a small client roster managed by a single owner-advisor since 1995, producing relatively high assets per client and highly centralized oversight, with the advisor acting as sole reviewer and serving as trustee for a client trust in one instance (constituting de facto custody). The firm custodizes client assets at a single custodian without receiving soft-dollar benefits, does not aggregate or “bunch” trade orders, and reports no disciplinary history.