Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
San Luis Obispo, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$185,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
420
Avg Client Age
57
Overview

Gerry Frigon launched Taylor Frigon Capital Management 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 for individuals and institutions. 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. His passion for providing value to clients remains the foundation of our philosophy today.

Our objective is to purchase outstanding, high-growth public businesses and own them for many years until their value is fully realized. Once your investment strategy has been determined, we construct a customized, diversified portfolio allocated primarily between one or two strategies: TFCM Core Growth and TFCM Income. For the appropriate, more aggressive investor, we have recently made available the TFCM Aspire Strategy and the TFCM Israeli Innovation Strategy.

By joining, or establishing a partnership with TFCM, you will also have access to our venture opportunities through Taylor Frigon Capital Partners. We seek to partner with some of the greatest minds in futurist thinking and trends in innovation. And most importantly, we believe that the in-depth research conducted through TFCP greatly enhances our investment decision capabilities for TFCM.

We are interested in pursuing relationships with advisors who look to differentiate their offering with our suite of investment strategies or are open to merging their practice into our unique platform.

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