Taylor Frigon Capital Management, LLC is an investment advisory firm which provides active investment management strategies and venture capital opportunities to a select group of individuals, RIAs and institutional investors.

 
Experts in the Industry
Richard C. Taylor
1934-2004

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. 

Gerry Frigon
What Sets Us Apart...

Taylor Frigon Capital Management is unique in its ability to provide expertise and value to its clients.

Expert Advisory...

Taylor Frigon boasts its own in-house research with a simple yet sophisticated approach: We are simply buying businesses (public stocks) based on a time-tested, rigorous research process.  No algorithmic or complex products.  

With full transparency....

Transparency is a priority at Taylor Frigon Capital Management. You have access to us as your investment manager, monthly statements direct from your custodian, and quarterly performance reports* from your advisor. 

"We invest our own money in the same investments as our clients. We 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 12/31/2016 by ACA Performance Services LLC.  

 

Important Disclosure Information       Form CRS     Privacy           © 2020

Taylor Frigon Capital Management, LLC is a privately owned, SEC-Registered Investment Advisory firm. More information about the advisor, including its investment strategies and objectives, can be obtained by visiting the Important Disclosure section of this site and reviewing the Form ADV 2A Brochure ,  2B Supplemental document, as well as the Part 3 Form CRS.

 

Please Note: Taylor Frigon Capital Management does not serve as an attorney, accountant, or insurance agent.  Taylor Frigon does not prepare estate planning documents, tax returns, or sell insurance products.

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