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MC Taylor Associates is an investment advisory firm registered with the Securities & Exchange Commission. We manage $60 million in assets for individuals, pensions, trusts and endowment funds. The firm provides discretionary asset management, diversifying portfolios using no-load mutual funds, individual stocks, bonds, and cash equivalents as our primary investment vehicles. Each portfolio is individually tailored to meet the objectives, risk tolerance and income needs of the client.
In addition to our portfolio management service, we provide financial planning relative to retirement, college funding, insurance, estate planning, and tax planning. Both services are provided on a fee-only basis, so we receive no commissions from our clients or from other financial institutions. Clients can therefore be confident that we make investment decisions and financial planning recommendations based only on what is best for them.
Located in the San Francisco Bay Area, MC Taylor Associates serves clients all over the state and the country. Our clients range from those who are accumulating their assets to those who are preserving their assets while protecting against inflation. We work closely with our clients to develop an investment strategy which allows them to meet current and long-term financial needs while building their wealth.
Our minimum portfolio size is $200,000. Clients with assets in several types of accounts (such as community property, living trust, pension plan and IRA rollover) may have their funds managed on a consolidated basis to meet the minimum portfolio size. Such consolidation is advantageous because it permits us to diversify the portfolio as a whole while minimizing transaction costs and tax liability.
Each of us at MC Taylor Associates is dedicated to serving every client's individual needs. You will find us experienced at coordinating our services with those of your attorney, accountant and pension plan administrator so that you can concentrate on your business and your life.
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