Taylor Financial Management, LLC

Taylor Financial Management, LLC provides discretionary portfolio management to individuals (including high‑net‑worth clients) and to corporations or business entities, tailoring Investment Policy Statements and ongoing monitoring to clients’ goals, time horizons, and risk tolerances. The firm’s services focus on stock‑picking and asset selection, while custody of client assets remains with third‑party custodians.

Investment decisions are driven primarily by fundamental analysis with a long‑term trading orientation and selective short‑term trades when appropriate, and the firm primarily recommends direct investments in growth equity securities while using mutual funds, ETFs (including precious‑metal ETFs), and inflation‑protected bonds for diversification. Portfolios are implemented under discretionary authority, documented in written investment policy statements, and the firm states a policy of fair allocation for limited opportunities such as IPOs.

Noteworthy aspects relative to peers include a solo advisor model that manages roughly $56 million across about 50 clients and an explicit policy not to aggregate (block) trades for multiple client accounts, which can affect execution. The brochure also discloses that the firm may receive soft‑dollar research or other brokerage benefits and that the firm principal engages in outside accounting activities, each identified as potential conflicts the firm manages.