SAN LUIS OBISPO, CA, October 2018 -- Taylor Frigon Capital Management, an investment management firm based in San Luis Obispo, CA, has appointed Oanh Hall to the position of Chief Compliance Officer. The move comes as the firm continues to manage more institutional capital.
Oanh Hall became Chief Compliance Officer at TFCM after five years as the trading operations manager. She began her career as an engineer designing structures for Parsons Corporation in Boston, and submarines for General Dynamics Electric Boat in Connecticut. After moving to California, she taught Math and Science to elementary through high school students.
Ms. Hall attended Worcester Polytechnic Institute, in Worcester, MA and received her B.S. in Civil Engineering. She received her teacher's credential from Holy Names College, Oakland, CA. She joined Taylor Frigon Capital Management in 2013.
Gerry Frigon, President and Chief investment Officer of Taylor Frigon Capital Management (www.taylorfrigon.com) says: “We are thrilled to have Oanh step in to this new role. Compliance is fundamental to our mission to deliver superior returns to our clients using a hands-on, active approach. Oanh is uniquely qualified to fill this role as she has been intimately involved in all aspects of the firm for the last five years, especially as trading operations manager”
Oanh Hall says: “I am looking forward to this new role on the TFCM team as we continue to serve our institutional and private clients. It is exciting to be part of this extended family as we grow together. “
About Taylor Frigon Capital Management
Taylor Frigon Capital Management (TFCM) was founded in 2006 with a mission to deliver superior returns to investors by using a disciplined, time-tested approach that finds exceptional growth companies. The firm delivers a research-driven, disciplined process to institutions, RIAs and select individuals through two primary strategies: TFCM Core Growth Strategy and TFCM Income Strategy. Additionally, Taylor Frigon manages two highly concentrated strategies: the TFCM Aspire Strategy and the TFCM Israeli Innovation Strategy. Clients also have access to venture opportunities through Taylor Frigon Capital Partners, a private investment partnership that invests in emerging private and public companies. In 2016 the firm became advisor to the TF Core Growth Fund (TFCGX), which seeks to invest in outstanding companies with excellent growth prospects and give smaller investors access to the TFCM Core Growth Strategy.
The “Taylor” in Taylor Frigon Capital Management honors Richard C. Taylor, the Fund Portfolio Manager Gerry Frigon’s father-in-law and mentor who passed away in 2004. Mr. Taylor managed portfolios alongside the renowned investor, Thomas Rowe Price Jr., in the 1960s and 1970s 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.
TFCM’s investment decisions are based on its own proprietary research. The investment management process relies upon staying fully invested in exceptional companies through multiple market and economic cycles. The firm’s strategy is not “buy and hold." The team recognizes lifecycles of companies and paradigm shifts in the economy and make changes to the portfolio accordingly. TFCM invests its own capital using the same portfolio management process that it provides to clients.
TFCM is an independent, privately-owned SEC-registered investment advisor, headquartered in San Luis Obispo, CA, with branches in San Francisco and Santa Barbara.