Taylor Goddard Investments

Overview

Taylor Goddard Investments is a small, equity-focused advisory firm organized as a corporation and owned by an individual. The practice serves individual and family clients and charges fees as a percentage of assets under management. Its registered advisory activity centers on discretionary portfolio management for individuals, small businesses, and for business or institutional clients. The firm is not positioned as an ESG specialist, does not act as a pension consultant, and does not identify as a multi-state adviser. Investment posture is tilted toward publicly traded equities: the firm reports a clear preference for exchange-traded equities as the dominant allocation within client portfolios. Portfolio construction appears to be direct-equity and ETF-centric, with mutual funds and annuities used as complementary vehicles where appropriate. The advisory approach looks focused on managing concentrated discretionary mandates rather than operating a broad external alternatives allocation or acting as a capital allocator to third-party private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices