TAYLOR & WILLIAMS, INC.

Overview

Taylor & Williams, Inc. is an independent registered investment adviser focused on serving individual and family clients with discretionary portfolio management and financial planning. The firm runs a fee model that blends assets-under-management fees with hourly advisory charges, which supports both ongoing portfolio oversight and project-based planning engagements. Investment activity centers on managed public fund exposures—primarily mutual funds—augmented by selective use of alternative strategies (hedge funds, private placements, and real estate) where suitable for client risk profiles and accreditation status. Taylor & Williams is not positioned as an ESG specialist and does not present itself as a multi-state or pension consultant adviser. Portfolio construction emphasizes pooled public funds as the core building block for asset allocation, with discretionary management applied across client accounts. The firm’s approach tends to favor implementable, diversified fund sleeves for equity and fixed income, while reserving alternative allocations for clients who require or qualify for less liquid, return-enhancing strategies. Insurance industry ties are listed among its affiliations, which can influence how the firm blends wealth transfer and risk-management solutions into planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices