" For what does it profit a man to gain the whole world and forfeit his soul?” Mark 3:86
Taylor Frigon Capital Management, LLC is an investment advisory firm that provides active investment management strategies and venture capital opportunities to a select group of individuals, RIAs and institutional investors.
We strive to lead and act in ways that are consistent with Natural Law and Judeo-Christian principles. We look to invest in companies that adhere to the virtues and values inherent in those principles, and that have extraordinary vision for achieving their business goals.
Who We Are...
Experts in the Industry
Richard C. Taylor
The “Taylor” in Taylor Frigon Capital Management honors Richard C. Taylor, Gerry Frigon’s father-in-law and mentor. Mr. Taylor managed portfolios alongside the renowned investor, Thomas Rowe Price Jr., in the 1960’s and 1970’s before founding his own investment management firm in 1988 in Santa Barbara, California. Mr. Taylor was a highly respected, client-focused asset manager who believed that investors could earn superior returns by investing in well-managed companies found by applying The Classic Growth Theory of Investing. His passion for providing value to clients remains the foundation of our philosophy today.
Gerry Frigon launched Taylor Frigon Capital Management, LLC in 2006 after more than 20 years as an asset manager at Merrill Lynch in the San Francisco Bay Area. His financial wisdom and insight were gained by building an in-house research and asset management process rooted in disciplined, time-tested investment principles taught by his mentor, Dick Taylor, and his hands-on experience with buying, owning, advising and selling real businesses on a daily basis for decades. His goal has been to provide the expertise of the institutional research combined with a high degree of personal service.
What Sets Us Apart...
Our rigorous in-house research enables us to find innovative and entrepreneurial businesses that are aligned with narratives changing the world in which we live -- before they’re visible to robo-advisors.
These businesses must not contradict a values-based, Judeo-Christian approach to running their business and interacting with the world.
Our Venture Capital arm (TFCP LP) gives us a keen insight into what changes are coming that may impact the public companies we may consider for inclusion in our strategies.
Each of our strategies has been managed by the same team since inception.
"We invest our own money in the same investments as our clients, and buy businesses we want to own for the long term."
- Gerry Frigon, Chief Investment Officer
*We are proud of our performance, and we publish performance reports as a firm as well as for individual clients. Taylor Frigon Capital Management LLC claims compliance with the Global Investment Performance Standards (GIPS®) and is verified from 01/19/2007 to 12/31/2015 by Ashland Partners LP, and from 01/01/2016 to 12/31/2022 by ACA Group, Performance Services Division.