Institution Services

Taurus Capital Management works with smaller companies and non-profit organizations to meet their specific needs. Often times, smaller organizations are ignored but their needs are equally important. There are special planning tools available for organizations looking to establish a retirement plan for their valued employees, effectively manage their excess long-term funds, or maximize excess cash returns.

Let Taurus Capital Management help your organization with one of these critical services:

SIMPLE IRA Plans – A Low Cost 401(k) Alternative for Your Organization

• 401(k)-like Retirement Savings program that allows for pre-tax contributions from employee paychecks for organizations with fewer than 100 employees.
• Low set-up costs for employees with lower fees than typical 401(k) plans.
• Effective and Periodic Employee Education and Performance Reporting
• Professional fund management and reporting

Investment / Endowment Portfolios

• Prudently grow reserve funds to protect you
• Maintain a proper risk profile appropriate for your organization.

Corporate Cash Management

• In light of the extremely low interest rate environment, Taurus Capital Management can help organizations maximize returns on excess cash while maintaining liquidity without taking significant risk. Currently, many non-bank money market funds pay at or close to 0% yields due to their high expense ratios. Companies should maximize their FDIC coverages, but in considering alternatives, short-term high quality debt instruments may be a viable option.

Corporate Valuations and CFO Services

• TCM will gladly refer for-profit and non-profit organizations to highly qualified and trust-worthy advisers to consider additional services such as valuation or temporary CFO services.