Leading Adviser 2019

Acquisition International - Leading Adviser 2019 11 Apr19091 34 Acquisition International - Issue 5 2019 Apr19091 Soaring 22% Marking it in the 95th Percentile Relative to Competitors Taylor Frigon Capital Management is an investment advisory firm that provides active investment management strategies and venture capital opportunities to a select group of individuals, RIAs and institutional investors. Following the firm’s success in AI’s Leading Adviser 2019, we caught up with Founder, Gerry Frigon who provided us with a detailed insight into the award-winning services the firm offers to clients. stablished in 2006, Taylor Frigon Capital Management was founded with a mission to deliver superior returns to investors by using a disciplined, time-tested approach that seeks exceptional companies in which to invest. Delivering a research-driven, disciplined process to institutions, RIAs and select individuals through two primary strategies, TFCM Core Growth Strategy and TFCM Income Strategy, the team at Taylor Frigon Capital Management also manages two highly concentrated strategies: the TFCM Aspire Strategy and the TFCM Israeli Innovation Strategy. Going into further detail, Gerry begins by informing us of the clients the firm serves, and the opportunities which are available to them. “Here at Taylor Frigon Capital Management, our clients have access to venture opportunities through Taylor Frigon Capital Partners, a private investment partnership that invests in emerging private and public companies. In 2016, Taylor Frigon Capital Management became an advisor to the TF Core Growth Fund (TFCGX), which seeks to invest in outstanding companies with excellent growth prospects and give smaller investors access to the TFCM Core Growth Strategy.” The Fund recently cracked Kiplinger's top 10 ranking for mutual funds. According to Bloomberg data, the fund has soared 22% and beaten 95% of its peers over the past year, nearly doubling the benchmark S&P 500 over that period. Enabling the firm to provide these award-winning services is the committed, experienced and hard-working team who all form the backbone of Taylor Frigon Capital Management. When discussing the internal culture, Gerry is keen to highlight the significant role the team plays in the overall success of the firm. “Each of our strategies have been managed by the same team since inception. Our in-house research team enables us to find innovative businesses and entrepreneurial activity that is changing the world we live in, before they’re visible to robo-advisors. Alongside this, our staff is instrumental in finding the seeds in ‘fertile fields’ that look the most promising and make informed judgement calls on companies that a robot can’t. This is one of the key benefits of active management.” Looking ahead to what the future holds, the team at Taylor Frigon Capital Management hope to continue delivering an exceptional service to their clients, one which has seen them achieve numerous accolades throughout the years with their most recent win being in Acquisition Intl.’s Leading Adviser 2019 where they were selected as the Leading Asset Management and Investment Advisory Firm of the Year, California. In addition to this, the firm was also named as a top ten mutual fund by Kiplinger’s. Bringing the interview to a close, Gerry E signs off by revealing the plans the firm have in place for the years to come and ultimately what their next goal is. “Moving forward, our long term strategy is to continue to deliver superior returns to clients by using a hands on, active approach combined with rigorous in-house research which seeks exceptional companies in which to invest. “Overall, we are proud of our performance, and we publish performance reports as a firm as well as for individual clients. Taylor Frigon Capital Management LLC claims compliance with the Global Investment Performance Standards (GIPS ® ) and is verified from 01/19/2007 to 12/31/2015 by Ashland Partners LP, and from 01/01/2016 to 12/31/2016 by ACA Performance Services LLC.” Company: Taylor Frigon Capital Management Address: 656 Santa Rosa St #3b, San Luis Obispo, 93401, California, United States of America Telephone: (805) 226 0280 Web Address: www.taylorfrigon.com Le d Asset nagement and Investment Advis ry Firm of the Year, California