INVESTMENT MANAGEMENT 

Strategies to help grow your investment portfolio.

We don’t believe in “one-size-fits-all” investing. Instead, we implement a personally-tailored investment strategy that aligns with your goals and needs. A long-term outlook builds the foundation for a strong financial future, and simultaneously allows you to focus on life in the present.

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WHAT SETS US APART

Taylor Hoffman Sample Portfolio
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Is your investment strategy aligned with your goals?

Some advisors are paid commissions to sell financial investment products, such as mutual funds, stocks, and annuities. The inherent conflicts of interest under this type of approach may mean your portfolio was not necessarily designed with your best interests in mind.

As fee-based fiduciary advisors, it is our legal obligation to always put your interests ahead of our own. We are compensated for the investment and financial advice we provide clients, not for selling investment products.

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Principles we seek in
stock investments:
Our Mission
Service through social, intellectual, and financial capital.

Integrity is our cornerstone. It is the basis for the long-lasting relationships we build with each client. We seek employees who demonstrate intelligence, energy, empathy, and a passion for helping others. That’s just part of being a purpose-driven firm.

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Team
Professionals who are always ready to help.

We pride ourselves on hiring the best and the brightest. If an individual doesn’t share our core values, they simply don’t make the cut. Founders Brandon Taylor and Gabe Hoffman make it their mission to only seek individuals who embody the firm’s purpose-driven culture.

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