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Taylor Advisors is a balance sheet consulting firm and SEC-registered investment advisor servicing financial institutions in the areas of investment, liquidity, asset/liability, and risk management based in Louisville, Kentucky. We realize that every institution is unique, and therefore requires a discipline process with customized strategies. Our ultimate objective is to help facilitate a highly focused investment and/or ALCO discussion with senior management to improve decision-making while providi...

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TAYLOR ADVISORS

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Lou●●●lle , KY, 40223

US

1.50●●●●2205
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sa●●●@TAYLORADVISOR.COM

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Taylor Advisors is a balance sheet consulting firm and SEC-registered investment advisor servicing financial institutions in the areas of investment, liquidity, asset/liability, and risk management based in Louisville, Kentucky. We realize that every institution is unique, and therefore requires a discipline process with customized strategies. Our ultimate objective is to help facilitate a highly focused investment and/or ALCO discussion with senior management to improve decision-making while providi...
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Taylor Advisors > Home | tayloradvisor.com Reviews

https://tayloradvisor.com

Taylor Advisors is a balance sheet consulting firm and SEC-registered investment advisor servicing financial institutions in the areas of investment, liquidity, asset/liability, and risk management based in Louisville, Kentucky. We realize that every institution is unique, and therefore requires a discipline process with customized strategies. Our ultimate objective is to help facilitate a highly focused investment and/or ALCO discussion with senior management to improve decision-making while providi...

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1

Taylor Advisors > Client Access

http://www.tayloradvisor.com/Client-Access.aspx

With the advancements of technology, Taylor Advisor has the ability to facilitate balance sheet management, investment and board meetings via conference calls and presentation materials. Today, we can combine real-time desktop sharing with phone conferencing so everyone is literally on the same page . 2010 Taylor Advisors, Inc. Contact Us.

2

Taylor Advisors > Home

http://www.tayloradvisor.com/default.aspx

Taylor Advisors is a balance sheet consulting firm and SEC-registered investment advisor servicing financial institutions in the areas of investment, liquidity, asset/liability, and risk management based in Louisville, Kentucky. We realize that every institution is unique, and therefore requires a discipline process with customized strategies. Our ultimate objective is to help facilitate a highly focused investment and/or ALCO discussion with senior management to improve decision-making while providi...

3

Taylor Advisors > Services

http://www.tayloradvisor.com/Services.aspx

Low or average portfolio yield could mean an investment strategy that needs adjustments. Underweighting in higher-performing sectors and lagging behind peer median. Sector concentrations in poor risk/reward securities and underperforming peers (call risk). Lack Investment management from a whole bank (asset/liability) perspective when making purchases. Right-sizing the investment portfolio for your balance sheet (size, mix, length, etc.). No independent investment discussions or 3rd party report review.

4

Taylor Advisors > Expertise

http://www.tayloradvisor.com/Expertise.aspx

Taylor Advisors provides advisory and consulting services to financial institutions in a co-management role in three critical functions:. 160; It can be difficult especially when making investment decisions for community banks is a part-time responsibility! With securities typically the second largest earning assets to loans, we cannot ignore the importance of the fixed income portfolio.  Our advisory or consulting services would provide the bank with the analytics, education and expertise in in...

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Taylor Advisors > Home

Taylor Advisors is a balance sheet consulting firm and SEC-registered investment advisor servicing financial institutions in the areas of investment, liquidity, asset/liability, and risk management based in Louisville, Kentucky. We realize that every institution is unique, and therefore requires a discipline process with customized strategies. Our ultimate objective is to help facilitate a highly focused investment and/or ALCO discussion with senior management to improve decision-making while providi...

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Taylor Investment Advisors is a boutique alternative investment firm that provides investment management and advisory services to registered investment advisors, family offices, and high net-worth and retail investors. Founded in 2002, the firm has offices in Greenwich, Connecticut and Dallas, Texas, and is registered with the Securities and Exchange Commission. 2012-2015 Taylor Investment Advisors, LP.

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