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At a Glance
Separately Managed Accounts
We manage over $300 million in separately managed accounts on behalf of high-net-worth individuals, families, and trusts.
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Our flagship investment strategy is a 30-stock U.S. equity portfolio modeled after our private investment fund.
Prospective clients can open an account with us in two ways:
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Sign up within 5 minutes on our investment app, Avidus.
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Contact Austin Fockler at austin.fockler@taylorhoffman.com to have us set up an investment account for you at Charles Schwab.
WAYS TO INVEST
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