TAOS INVESTMENT ADVISORS, LLC

Overview

Taos Investment Advisors, LLC is an independent, individual-owned registered investment adviser focused on serving individuals and families. The firm concentrates its portfolio management on equity strategies, using exchange-traded securities as the primary allocation vehicle. Its advisory work centers on comprehensive financial planning and discretionary portfolio management for individual and small business clients. Because the firm also operates as a registered representative of a broker-dealer and an insurance broker and lists accounting capabilities among its business activities, its advice tends to blend investment management with insurance-based solutions and tax-aware considerations. Decision-making appears tilted toward liquid, equity-based exposures rather than multi-asset or private-market allocations. The firm charges clients on a percentage-of-assets basis and can bill hourly for planning work. That combination, together with an emphasis on exchange-traded equities and separately managed account activity, points to a model that pairs ongoing portfolio oversight with episodic, fee-for-service planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices