We work with individual investors, family offices, RIAs and Funds of Funds. For individuals, we can manage retirement (IRA) and regular investments.
All of our clients must be Accredited Investors or Qualified Purchasers. An individual can qualify as an accredited investor either based on income (the requirement is $200K/yr for the past two years as an individual, or $300K/yr jointly with a spouse), or based on net worth either alone or with a spouse (you’re required to have a net worth that exceeds $1M, excluding the value of your primary residence).
If you are looking for a next-level investment, schedule a call and let’s discuss if we could work together to prepare your portfolio for up and down markets.
That’s fantastic – and we recommend it. We recommend that all of our clients have their own financial advisor or a financial plan in place before working with us.
A financial advisor can provide great a foundation. They can help ensure that there are no major gaps in your financial plan and that it’s designed for your specific goals. While we often act an additional sounding board for our clients, general financial planning is not our primary focus.
Our goal is to provide the best performing portfolio possible: strong returns with far less risk.
We’re specialists, not generalists. Our investing approach is designed to be a complement to an existing portfolio. It’s why we encourage anyone we consider working with to have a good foundation in place. Then, if you’re looking for a next-level strategy that targets strong returns with much less risk, smaller drawdowns and low correlation – we’re here to help.
If you’d like to discuss your goals and unique situation and see if our approach could help, please get in touch.
Yes, we do work with IRA investors. Investments with retirement funds are possible through a rollover to a Self-Directed IRA Custodian.
These custodians ensure that any rollover (either from another IRA or 401k, etc.) continues to enjoy the same tax-advantaged investing as an IRA or Roth IRA. However, a Self-Directed IRA allows for a much more diverse set of investment options.
There are several excellent Self-Directed IRA Custodians available, and the selection of a custodian is the completely up to the investor. Taylor Morgan Capital receives no compensation from, and is not affiliated with, any particular Self-Directed IRA Custodian.
If you’d like to discuss this option, just get in touch.
We invest using our All Environments InvestingTM strategy via liquid, public markets with baskets of stocks, ETFs, futures contracts and options.
We go into more detail about our strategy here.
Our investment objective is Equity-Level Returns (or better) with Less Risk:
• Equity-level returns or better over time, with
• Lower Volatility,
• Much Shorter, Less Severe Down Periods, and
• Very Low Market Correlation
Our approach has a three main components:
1. Global Diversified Offense – We monitor more than 60 asset classes and sub-classes to balance risk and take advantage of growth wherever it’s available.
2. Strong Active Defense – We employ strict defensive programs on every position, every time to further reduce portfolio volatility and stay out of major drops in any single market.
3. Long/Short Quantitative Futures and Quantitative Individual Equities – Our portfolio of proprietary algorithms trades long and short, intra-day only, allowing for additional, nimble profits without exposure to overnight risk.
If you’d like to schedule a call to discuss how our advanced approach could help you prepare to seize opportunity in up and down markets, just get in touch.
Taylor Morgan is a Fiduciary Advisor. We do not charge and do not earn commissions, do not accept compensation for order flow, and do not participate in soft-dollar arrangements.
For its services actively managing the investments of its clients, Taylor Morgan collects an investment management fee based on a percent of assets managed. In some instances, we may also charge a performance fee calculated as a percentage of net new profits generated. Fees are fully disclosed in the applicable Investment Management Agreement(s).
Please contact us to discuss any fees associated with our services.
Taylor Morgan Capital Management, LLC is a fiduciary investment advisor and must comply with all SEC rules and regulations. More information can be found by searching the SEC’s disclosure site here (our firm CRD# is 283163).
Taylor Morgan is a fiduciary. And there’s a huge difference.
The Fiduciary Standard requires by law that an advisor put the interests of their clients first. We agree, that should go without saying and it should be standard across the financial industry. But it doesn’t, and it isn’t. As a Fiduciary, we have a responsibility to our clients’ best interests, first and foremost.
We only recommend what’s in the best interest of our clients. And we only recommend what we believe is the best thing for those who are considering an investment (even if that’s not working with us). That’s why we need to get to know your situation, your goals and beliefs, before we know if we can work together.
If you’d like to discuss your goals and unique situation and see if our approach could help, get in touch.
Our investment philosophy and its underlying beliefs affect our investing approach, from development to execution:
1. THERE’S OPPORTUNITY IN EVERY ENVIRONMENT.
First off, we’re optimists.
Whether it’s growth or recession, bull or bear market, rising of falling rates, there is always opportunity (if you’re prepared to take advantage). Our worldwide diversification, focused offense and long/short quantitative futures component are designed to seize opportunity in markets wherever it’s available.
2. HISTORY CAN PROVIDE A ROBUST FRAMEWORK.
As Mark Twain is often credited having said, “history doesn’t repeat itself, but it rhymes.”
While it’s true that the past is not a perfect model for the future, and care must be taken to not give too much weight to any single component or factor, historical data can be highly instructive for portfolio design and largely predictive of possible future results.
3. AUTOMATION AVOIDS BIASES.
In investing, this can help us humans get around the being human problem – that is, all of the unperceived biases that creep into our decision making.
Investing with a pre-determined strategy and automating trade execution reduces psychological and behavioral biases that can dramatically affect results, such as the recency bias, ego, greed/fear, generalization/anecdotal evidence, conservatism, and the lotto bias/control fallacy.
4. AVOIDING DEEP DRAWDOWNS CAN PRODUCE SUPERIOR LONG-TERM RESULTS. (It’s much less stressful, too.)
A superior investment strategy does not need to outperform every year. It’s more important to avoid deep losses.
During the Financial Crisis, the S&P 500 lost 57% of its value – which meant you needed to make over 100% gain just to reach breakeven. It took the S&P 53 months to accomplish this, which meant a very stressful 0% return over 4 1/2 years.
Avoiding these deep bear markets means a return to profitability faster and more often – and produces much more consistent and profitable long-term results.
5. A LONGER-TERM INVESTMENT HORIZON ALLOWS FOR THE REALIZATION OF EXPECTED RETURNS.
As Benjamin Graham, the father of value investing and Warren Buffet’s mentor, said, “in the short-run, the market is like a voting machine…but in the long-run, the market is like a weighing machine.”
Any given trade or day or month of an investment is inherently unpredictable. The power of a systematic, historically-based investment framework is unleashed over a longer timeframe. The longer a well designed system is given to work , the higher its predictive value and the more closely real results will align with expected outcomes.
