Founding Principles
Social CapitalWe endeavor to treat others the way we would want to be treated. Transparency and openness is our stated policy.
Intellectual CapitalKnowledge compounds over time. Our professionals enjoy learning and proactively seek to broaden their intellectual horizons.
Financial CapitalProfits are the reward of creating value for clients. Our culture of giving back to the community will be funded by company profits.
Join us at our annual investment conference
Our financial advisors understand that goals can change as you enter new seasons of life. A custom-fit approach to wealth management lays the foundation for the future, and also remains agile for any curveballs life throws your way.
Invest alongside Taylor Hoffman and its employees in one of our private funds or separately managed accounts. Our team is on a mission to identify and invest in great businesses based on our data-driven, rules-based investment process.