Philosophy

Long-Term Philosophy & Results – Focused Strategy

We are long-term investors and believe that asset allocation, not security selection, drives long – term performance. As long-term investors, we work hard to avoid the day-to-day market noise and related emotions which can easily sabotage a successful long-term investment strategy. This is best accomplished with a focus on passive investment strategies that neither aim to time the market or take outsized risks to outperform the market.

Our clients are equally focused on the long term. Most are already wealthy – whether as the result of an inheritance, good fortune or the accumulation of wealth from a successful career – so their primary goal is to protect what they already have, and then to grow it, over the long term, as needed, without taking an unnecessary level of risk.

The individual needs of Taurus Capital’s clients are diverse and often complex, and the process of continually meeting those needs is a “living” process, with our services and advice evolving along with our clients’ needs and questions. To provide our clients with the best possible advice, we evaluate a wide range of investments and provide services that include:

• Asset allocation
  The key decision that drives the long-term performance of an investment portfolio is asset allocation: the weighting of the portfolio across various broad asset classes. Therefore, advising our clients on the right asset mix and weightings for their portfolios is a cornerstone of our investment advice.
• Passive Management
  Passive management is more commonly called indexing. Indexing is an investment management approach based on investing in exactly the same securities, in the same proportions, as an index. The management style is considered passive because portfolio managers don’t make decisions about which securities to buy and sell; they simply copy the index by purchasing the same securities included in a particular stock or bond market index.
• Low Costs
  Keeping investment costs low is a key component to wealth accumulation. Every dollar paid in commissions, fees, and expenses reduces a client’s overall investment returns. Our emphasis on low transaction costs and low cost index funds helps preserve and grow client wealth.
• Tax-Efficient Investing
  Whether seeking growth or income, all investors should be focused on maximizing total return and the tax implications of investment decisions. Our primary emphasis on passive investment management generally lends itself to lower portfolio turnover and, consequently, lower tax costs. Frequent buying and selling of securities not only increases trading costs but increases the frequency of taxable events. While taxes are merely one factor in a personalized investment strategy, it is an important component when focusing on maximizing after-tax returns for your portfolio.

The range of capabilities we offer clients rivals that offered by many large institutional firms and reflects our results-focused business philosophy and willingness to continuously explore new ideas. Regardless of which strategy we employ, the true measure of our success always remains the same: how well Taurus Capital Management meets your investment goals and needs.