Success Stories

The best way to explain how our smart solutions work for our clients is simply to show you. Browse our success stories and learn more about the ways Taylor Advisors is helping to bring profitable change to financial institutions just like yours.

Investment Advisory

The improved investment management process resulted in a portfolio that was constructed considering the asset/liability characteristics of the bank and an improved ranking versus the peer group, per FDIC data. Civista Bank has been a client for over 10 years.


Balance Sheet Management with Investment Consulting

During our quarterly balance sheet management meetings we focused on helping the bank take advantage of growth opportunities in the market without compromising the risk positions such as capital, liquidity, interest rate risk, and regulatory examinations.


Balance Sheet Management

Taylor Advisors stepped in to help keep an eye on the risk positions, saving executive management time and resources that would be better served driving net income for the shareholders.


Regulatory Management

Taylor Advisors worked with the bank to develop a step-by-step process in order to comply with all requirements in the enforcement action within the short timeframe stipulated by the OCC.