Taylor Frigon Capital Management LLC

Taylor Frigon Capital Management LLC is an independent, privately owned firm dedicated to your success. Our investment professionals have over 65 years of combined experience in money management, wealth planning and finance. We have offices in the San Francisco Bay Area and on the Central Coast of California. It is our belief that the complex, important decisions regarding wealth planning should be made by asset managers who have their hands on the pulse of the market and are in touch with both micro and macro economic trends; that clients are given the best advice by people who have hands-on experience with buying, owning, advising and selling real businesses on a daily basis and have done so for decades. At Taylor Frigon Capital Management, we gain this necessary insight, knowledge and ultimately wisdom because we use our own in-house research and asset management process which is rooted in a long history of analysis of business and economic trends. This intimate knowledge of markets and the economy enables us to give the advice that is required for you to make your most important wealth allocation planning decisions. The wisdom of asset managers is often kept separate from wealth planning, but we merge the two together. This wisdom is a product of the exercise of managing a portfolio which forces a daily engagement with global, national and local issues. We believe we should share that with our clients. We do not "outsource" our day to day investment activities to a third party and as an independent firm we are not beholden to any other financial services firm. This allows us to be free to seek out ownership of great companies wherever they may be in the world and are not limited by conflicts that arise from being owned or controlled by any other financial services firm. We also work with our own network of outside experts including research partners, estate planners, lawyers, accountants, lenders, and insurance agents - assuring our clients that they will receive the same kind of unbiased advice that we provide. We are not paid by any transactions that result from our working with these other professionals and our clients gain access to our planning services simply by hiring us to manage their financial asset portfolios.

Address: 950 Jensen Road, Paso Robles, CA 93446, USA

Phone: +1 805 226 0280
FAX: +1 650 242 4220