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Call for a free consultation (805) 226-0280

Our objective is to purchase outstanding, high-growth publicly traded businesses and own them for many years until their value is fully realized. ​Our decades of experience applying a disciplined process, and our history dating back to the 1960s in identifying great businesses sets us apart from most portfolio management today.

You can access our expertise through our mutual fund or, if you prefer, ask your financial advisor to partner with us.

This is a great place to tell people more about yourself and peak their interest.

For more info, they can follow you on social in a click.

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This is a great place to tell people more about yourself and peak their interest.

For more info, they can follow you on social in a click.

  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon

This is a great place to tell people more about yourself and peak their interest.

For more info, they can follow you on social in a click.

  • White LinkedIn Icon
  • White Twitter Icon
  • White Google+ Icon

Headquarters:
18835 N Thompson Peak Pkwy C-215
Scottsdale, AZ 85255

Advisor Locations:

Scottsdale, AZ

Santa Barbara, CA

San Luis Obispo, CA

San Francisco Bay Area

Boise Idaho

Other Office Locations:

1105 Chapala St, #2

Santa Barbara, CA 93101

3340 Ramada Drive Ste C2 

Paso Robles, CA  93446

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Taylor Frigon is quite distinctive from other financial services firms. So that you may fully understand the benefits that our clients receive, please call or email our office for a consultation with no obligation.