"Each strategy has adhered to the same, time-tested and disciplined process since its inception."
Core Growth Strategy
For investors who are looking for long term capital appreciation in strong growth companies, the TFCM Core Growth Strategy seeks to identify the innovators that solve problems, create new markets, and improve our world. We seek strong, well-run public businesses with promising revenue and earnings growth that are not yet well-recognized or fully valued.
For investors who may need more safety or income, we add an appropriate mix of less volatile, higher-yielding securities. We consider corporate equity, preferred and debt securities and REITs as well as government and municipal fixed income instruments. Our objective is to maximize income and minimize risk without sacrificing potential price appreciation.
For investors who desire exposure to aggressive growth opportunities, the Aspire Strategy is a concentrated portfolio of some of the most innovative, generally smaller companies across all industries and sectors, with an emphasis in cutting-edge technology. This portfolio is "high conviction, high concentration."
International Innovation Strategy
The International Innovation Strategy is a highly specialized portfolio for aggressive growth investors interested in exposure to innovative international growth companies - most notably, Israeli companies. Why Israel? Many seasoned investors are unaware that Israel has developed some of the most impressive technologies ever produced. This is a "high conviction, high concentration" strategy.
*Please Note: Limitations: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Taylor Frigon Capital Management LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.