Taylor Advisors, Inc., a division of HUB International (Taylor), was founded in 2002 and joined HUB Retirement & Private Wealth in 2022.
Taylor Advisors, Inc. is an SEC registered investment advisor and balance sheet consulting firm serving financial institutions. Our service is quite simple: we aim to help institutions improve profitability while monitoring and managing risks – a service we call Balance Sheet Management (BSM). The value we bring our clients is providing education, documentation, and – most importantly – advice with strategies in many areas such as: asset/liability, investments, liquidity/funding, capital, and risk management.
Our clients, who may lack time, resources, and/or expertise, utilize the solutions we developed to address the complex issues of balance sheet management. Additionally, our approach & analytics are helpful in teaching executives about the risks & opportunities in the balance sheet and investment portfolio, including profitability improvement and net interest margin management. Taylor's balance sheet knowledge has enabled us to deliver specialized services to institutions. Our intent is to bring accountability, focus, planning, and follow-through to the process.
At Taylor Advisors, we’re strong proponents of managing investment portfolios from a whole balance sheet perspective. This approach is often ignored by many investment advisors who end up managing the portfolio in isolation. Our years of experience and data analysis have taught us that it’s imperative to consider other parts of the balance sheet in addition to the current investment philosophy, because investment strategies need to be institution-specific. This investment management approach provides our clients with a better understanding of institutional investment management, and it enhances ideas and risk management strategies based on your institution’s unique balance sheet and the marketplace. Taylor Advisors is here to help you facilitate a highly focused discussion with management to improve decision-making and monitoring.
