Taursas Investments

Taursas Investments provides discretionary investment management and financial planning through separately managed accounts for individuals, families, trusts, corporations, other businesses, and endowments. The firm’s brochure notes that financial planning is offered to clients at no additional charge and clients may retain the ability to trade independently or grant the firm trading discretion.

The firm’s investment process emphasizes fundamental business and industry analysis combined with an observational economic outlook, with an explicit emphasis on avoiding speculation and reliance on predictive models. Taursas conducts ongoing account monitoring with periodic portfolio reviews, utilizes Charles Schwab as custodian, and discloses the use of the Average Daily Balance method for fee calculation.

As a small, supported RIA led by two designated officers, the brochure reports approximately $38.16 million in assets under management and a modest client base, a mix that includes corporations, endowments and other business entities rather than pooled proprietary funds. The firm also discloses 24/7 availability for contact (subject to standard business-hour obligations), a combined advisory and planning fee model, and an explicit position against operating a solicitor referral program.