At Taylor Advisors, we’re strong proponents of managing investment portfolios from a whole balance sheet perspective. This approach is often ignored by many investment advisors who end up managing the portfolio in isolation. Our years of experience and data analysis have taught us that it’s imperative to consider other parts of the balance sheet in addition to the current investment philosophy, because investment strategies need to be institution-specific.

Taylor Advisors, Inc. is an SEC Registered Investment Advisor serving only financial institutions. We are not a brokerage firm, but a team of asset-liability analysts and consultants who help financial institutions achieve their goals. Our investment management approach provides our clients with a better understanding of institutional investment management, and it enhances ideas and risk management strategies based on your institution’s unique balance sheet and marketplace. The ultimate objective? Helping you facilitate a highly focused discussion with management to improve investment decision-making and monitoring.

Why You Need It How We Help