The Taylor & Williams Difference

-          Fee only investment management: receiving a small percentage fee each year of the account value removes the commission conflict and better aligns our interests to yours. (See Account Management)

-          Strict performance based investment process: An explainable method of knowing what to buy and when to sell.  (See Investment Management Overview)

-          Common Portfolios: while each account is independent, keeping them all invested the same by model insures that no one gets overlooked.

-          Strong custodian: Charles Schwab & Co is recognized by many as the most reliable, best, and largest investment custodian.  (See Charles Schwab – Custodian)

-          Incorporating Biblical Wisdom: We believe there is no better source for financial decisions (and all decisions) than God’s Word.  We strive to base our advice and work on His instructions.  (See Mission, Vision & Values)