"In a world of passive investment and “robo-advisors,” we can help your clients obtain superior returns over time in a very efficient, low turnover manner."
We at Taylor Frigon Capital Management believe that advisors play an important role in helping individuals achieve their financial objectives and investment planning goals. We are pleased to support advisors with advice and effective investment solutions that leverage the breadth of disciplined investment strategies. Our decades of applying our disciplined process and our history dating back to the 1960s in identifying great businesses sets us apart from most portfolio management today.
We believe risk management is as important as stock selection. Our investment style of owning high-quality companies early in their life cycles before values are fully realized, provides an underlying margin of safety.
As an Advisor partner with Taylor Frigon, you will gain direct access to the portfolio managers and receive insight from the CEOs of companies your clients own within our strategies. This is differentiated and not offered by larger asset managers and this helps you build deeper relationships and give a financial advantage for your clients in bear and bull markets.