INVEST CONFIDENTLY

In Any Market with our All Environments Strategies

INVEST CONFIDENTLY

In Any Market with our
All Environments Strategies

HNW/UHNW
INDIVIDUALS

FAMILY
OFFICES

RIAs/
FUNDS OF FUNDS

HNW/UHNW INDIVIDUALS

FAMILY OFFICES

RIAS/FUNDS OF FUNDS

A boutique fund management firm
focused on deploying a suite of
alpha-focused investment strategies.

35+ Years Combined Experience

Multiple Unique,
Proven Strategies

Taylor Morgan was
Founded in 2016

We're a Registered,
Fiduciary Advisor

A boutique fund management firm deploying a suite of alpha-focused strategies.

35+ Years Experience

Proven Strategies

Founded in 2016

A Fiduciary Advisor




A volatile, uncertain market could mean years more work to reach your goals.

Stocks lost 57% during the Financial Crisis, almost that much during the Dot-com Crash (the Nasdaq lost over 70%), and over 30% in a matter of weeks during COVID.   Now, with the most uncertainty in decades, are you prepared?



A volatile, uncertain market could mean years more work to reach your goals.

Stocks lost 57% during the Financial Crisis, almost that much during the Dot-com Crash (the Nasdaq lost over 70%), and over 30% in a matter of weeks during COVID.   Now, with the most uncertainty in decades, are you prepared?
You shouldn't have to just ride it out.

It's possible to generate strong returns
with less volatility and risk.

Systematic Macro

Quantitative Equites

Futures & Options

You shouldn't have to just ride it out.

It's possible to generate strong returns with less volatility and risk.

Systematic Maco

Quantitative Equities

Futures & Options

Markets going up?
That's the easy part.

Markets going down?
There's opportunity in every environment.
If you know how to find it.

We can help you take advantage of both.

Markets going up? That's the easy part.

Markets going down? There's opportunity in every environment. If you know how to find it.

We can help you take advantage of both.


We target equity-level returns or better with less volatility, smaller drawdowns and very low market correlation (even in the current market).  Our advanced approach can help you avoid deep losses and take advantage of opportunities in any environment.  It's based on our in-depth studies of decades of economic and financial history that includes bull and bear markets, growth and recession.  Learn more
We target equity-level returns or better with less volatility, smaller drawdowns and very low market correlation (even in the current market).  Our advanced approach can help you avoid deep losses and take advantage of opportunities in any environment.  It's based on our in-depth studies of decades of economic and financial history that includes bull and bear markets, growth and recession.
Learn more

Real Diversification

Invest in multiple asset classes all over the world to capture growth wherever it's available.

Strong Defense

Exit falling markets to preserve capital and
wait to re-enter as conditions improve.

Long and Short

Take advantage of the ability to profit in up and down markets with our quantitative component.

Real Diversification

Invest in multiple asset classes all over the world to capture growth wherever it's available.

Strong Defense

Exit falling markets to preserve capital and wait to re-enter as conditions improve.

Long and Short

Take advantage of the ability to profit in up and down markets with our quantitative component.