Taylor Goddard Investments

The firm provides discretionary investment advisory and portfolio management to individuals as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations, managing roughly $7.8 million in client assets under a percentage‑of‑assets fee model. It does not participate in wrap fee programs and works through client‑selected custodians with fee deductions made only after client authorization.

Investment selection uses a blend of fundamental screening—relying heavily on Value Line financial‑strength and growth/price rankings—and technical analysis to time purchases and sales, with portfolio targets set for equities, fixed income and cash. The firm documents explicit sell rules (for example, selling after a 60% gain, a 40% decline, a Value Line downgrade to C+ or a material fundamental change) and employs bond ladders or bond funds to manage interest‑rate risk and liquidity needs.

Compared with many independent advisers, the firm’s client mix includes pension and corporate clients, indicating portfolio management for institutional‑type entities in addition to retail households. The principal also operates a separate software and technology business that provides tools to other advisors and industries, and the practice emphasizes monthly statements and transparent, custodian‑concurrent fee invoicing.