Welcome to Taylor Asset Management
Taylor Asset Management was created with you – the client – in mind. When you entrust us with your money, it’s a privilege and responsibility we don't take lightly. We operate with honesty and integrity, and won't ever compromise our reputation. It’s our most valued asset.
We’re your partners. This partnership also includes the companies we invest in and the service providers that help us run our business and manage your money. We hold them to the same standards that we impose on ourselves.
We have a proven investment process that has produced award-winning long term results. However, we understand that as your partners, you have expectations of us beyond investment returns. You want to understand your investments and expect transparency. We wouldn’t invest in a company that doesn’t answer our questions or a management team that hides when times get tough – nor should you. In good markets and bad, we’re available to you, our client.
We have a highly skilled group of professionals with extensive and diverse experience in the investment industry. We are passionate and driven. But most importantly, we are committed to and care about our clients. We’re working tirelessly to earn your business and to help you achieve your investment goals.
Investment solutions for individuals
Investors can invest alongside David Taylor with our Taylor Partners Fund - a concentrated portfolio of stocks of high quality businesses that capitalizes on David’s stock picking expertise and strong long term track record in North American equities.
In addition, we have partnered with well-respected firms to deliver portfolios that meet our clients’ core investment needs. As a sub-advisor to IA Clarington Investments Inc., we manage core equity and balanced mutual funds:
- IA Clarington Focused Canadian Equity Class
- IA Clarington Focused U.S. Equity Class
- IA Clarington Focused Balanced Fund
We have partnered with Brompton Funds to manage Taylor North American Equity Opportunities Fund, a closed-end fund that invests opportunistically in the U.S. and Canada. The Fund trades on the Toronto Stock Exchange under the symbol TOF.UN.
Investment solutions for institutions
We offer an investment pool for institutional investors including, pensions, foundations and endowments. For clients with unique requirements, we offer customized portfolios via separately managed accounts.